AFL
Abound Financial LLC Portfolio
Invests via ABOUND FINANCIAL, LLC | Managed by Lindsay Marie Rider
Invests via ABOUND FINANCIAL, LLC
Managed by Lindsay Marie Rider
Automatically Tracked
Company Profile
Regional specialty lender and financial services firm focused on mortgage origination, servicing and secondary-market execution. ABOUND FINANCIAL, LLC operates distribution channels for residential loans and provides capital markets access and investor servicing capabilities for mortgage-backed assets. Positioned for originator partnerships and balance-sheet management, the firm appeals to mortgage investors, private credit allocators and correspondent banks.
Regional specialty lender and financial services firm focused on mortgage origination, servicing and secondary-market execution. ABOUND FINANCIAL, LLC operates distribution channels for residential loans and provides capital markets access and investor servicing capabilities for mortgage-backed assets. Positioned for originator partnerships and balance-sheet management, the firm appeals to mortgage investors, private credit allocators and correspondent banks.
Investment Philosophy & Strategy
Specialty mortgage-focused lender that deploys a dual strategy of originations and secondary-market execution, concentrating on predictable cash flows from residential credit and mortgage servicing rights. Capital allocation favors short-to-medium duration balance-sheet positions, correspondent and warehouse financing partnerships, and investor-facing MBS execution to monetize spread and fee income. Underwriting emphasizes credit-adjusted yield, loan-level servicing economics, and liquidity management; risk discipline blends stress-tested credit overlays with active hedging and capital markets access to preserve optionality across rate cycles.
Specialty mortgage-focused lender that deploys a dual strategy of originations and secondary-market execution, concentrating on predictable cash flows from residential credit and mortgage servicing rights. Capital allocation favors short-to-medium duration balance-sheet positions, correspondent and warehouse financing partnerships, and investor-facing MBS execution to monetize spread and fee income. Underwriting emphasizes credit-adjusted yield, loan-level servicing economics, and liquidity management; risk discipline blends stress-tested credit overlays with active hedging and capital markets access to preserve optionality across rate cycles.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
22.3%
Gain -0.53%
Monthly
1.01%
Yearly
12.83%
Drawdown
16.58%
$255.95M
Equity
Holdings
$255.95M
Investment
$226.6M
$40.71M
Profit -$1.35M
Realized
$11.36M
Unrealized
$29.35M
Dividends
$5.61M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$1.35M
Win %
75%
This Week
Compared To Last Week
Gain
1.9%
Profit
$4.77M
Win %
75%
This Month
Compared to last month
Gain
-0.53%
Profit
-$1.35M
Win %
75%
This Year
Compared to last year
Gain
2.58%
Profit
$6.43M
Win %
66%
CIFR Cipher Mining Inc.
+7.43%
+$564.39 
WULF TeraWulf Inc.
+6.56%
+$551.05 
AMD Advanced Micro Devices, Inc.
+6.5%
+$10,794.72 
GLW Corning Incorporated
+4.7%
+$745 
F Ford Motor Company
+3.46%
+$48 
GLXY Galaxy Digital Inc. Class A Common Stock
+3.39%
+$757.57 
AEM Agnico Eagle Mines Limited
+3.38%
+$12.2 
DVN Devon Energy Corporation
+3.29%
+$680.36 
ROOT Root, Inc. Class A Common Stock
+3.25%
+$110.16 
HUT Hut 8 Corp.
+3%
+$298.8 
WMB The Williams Companies, Inc.
+2.96%
+$1,170.72 
GVA Granite Construction Incorporated
+2.8%
+$709.3 
CVNA Carvana Co.
+2.56%
+$463.05 
CLOV Clover Health Investments, Corp.
+2.45%
+$49.72 
TXN Texas Instruments Inc
+2.25%
+$602.7 
PCG PG&E Corporation
+2.18%
+$511.1 
ADI Analog Devices, Inc.
+2.16%
+$2,392.02 
GE General Electric Company
+2.15%
+$402.48 
LTH Life Time Group Holdings Inc.
+2.14%
+$27.55 
DIS The Walt Disney Company
+1.96%
+$1,006.55 
ACHC Acadia Healthcare Company, Inc.
+1.95%
+$159.3 
NOC Northrop Grumman Corporation
+1.94%
+$2,259.39 
VSNT Versant Media Group, Inc.
+1.9%
+$5.92 
COP ConocoPhillips
+1.81%
+$241.82 
LMT Lockheed Martin Corporation
+1.78%
+$1,173.7 
SUN Sunoco L.P.
+1.57%
+$140.4 
DD DuPont de Nemours, Inc.
+1.5%
+$71.28 
MCK McKesson Corporation
+1.44%
+$98.48 
XLE Energy Select Sector SPDR Fund
+1.39%
+$81.6 
PAGP Plains GP Holdings, L.P.
+1.37%
+$46.55 
GEV GE Vernova Inc.
+1.32%
+$27.66 
DDOG Datadog, Inc. Class A Common Stock
+1.28%
+$537.74 
TM Toyota Motor Corporation
+1.27%
+$720 
T AT&T Inc.
+1.26%
+$57.04 
COR Cencora, Inc.
+1.23%
+$6,515.1 
FE FirstEnergy Corp.
+1.22%
+$79.8 
LHX L3Harris Technologies, Inc.
+1.17%
+$336 
CVX Chevron Corporation
+1.16%
+$1,607.7 
APD Air Products and Chemicals, Inc.
+1.13%
+$793.5 
RTX RTX Corporation
+1.13%
+$1,481.55 
KEYS Keysight Technologies, Inc.
+1.12%
+$389.06 
MAT Mattel Inc.
+1.01%
+$16.8 
DG Dollar General Corporation
+0.98%
+$120 
MO Altria Group, Inc.
+0.95%
+$473.68 
LIN Linde plc
+0.95%
+$340.5 
XOM Exxon Mobil Corporation
+0.94%
+$2,865.29 
SCHW Charles Schwab Corporation
+0.94%
+$1,208.19 
MELI MercadoLibre, Inc.
+0.89%
+$48.99 
WBD Warner Bros. Discovery, Inc.
+0.86%
+$1.44 
LDOS Leidos Holdings Inc.
+0.85%
+$5,036.16 
RVMD Revolution Medicines Inc.
+0.85%
+$112.86 
FSLR First Solar, Inc.
+0.84%
+$575.96 
WFC Wells Fargo & Company
+0.81%
+$2,193.9 
AMT American Tower Corporation
+0.8%
+$139 
BDX Becton, Dickinson and Company
+0.79%
+$52.91 
PM Philip Morris International Inc.
+0.78%
+$2,363.56 
MDT Medtronic plc
+0.76%
+$53.13 
YUMC Yum China Holdings Inc.
+0.74%
+$350 
GD General Dynamics Corporation
+0.72%
+$329.94 
TSLA Tesla, Inc.
+0.68%
+$5,673.36 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.66%
+$63.18 
GLD SPDR Gold Shares
+0.63%
+$491.4 
BAC Bank of America Corporation
+0.62%
+$45.6 
GLDM SPDR Gold MiniShares Trust
+0.62%
+$345.03 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$213.84 
QCOM QUALCOMM Incorporated
+0.61%
+$236 
BA Boeing Company
+0.58%
+$67 
SLV iShares Silver Trust
+0.55%
+$86.72 
VZ Verizon Communications Inc.
+0.54%
+$64.22 
ELV Elevance Health, Inc.
+0.53%
+$451.5 
IWM iShares Russell 2000 ETF
+0.52%
+$402.27 
KHC The Kraft Heinz Company
+0.51%
+$19.11 
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF
+0.5%
+$7,564.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.48%
+$132,662.88 
BRCC BRC Inc.
+0.47%
+$0.49 
SPVM Invesco S&P 500 Value with Momentum ETF
+0.45%
+$197.4 
CWT California Water Service Group
+0.42%
+$21 
MA Mastercard Incorporated
+0.4%
+$3,532.5 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$1.44 
CMP Compass Minerals International Inc.
+0.38%
+$5.7 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.37%
+$31.08 
DFAS Dimensional U.S. Small Cap ETF
+0.37%
+$96.72 
ALL Allstate Corporation
+0.36%
+$40.92 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$1.2 
WAB Wabtec Corporation
+0.35%
+$1.04 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.34%
+$26,752.68 
KO The Coca-Cola Company
+0.33%
+$1.16 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.33%
+$141.34 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$1,882.64 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$660.5 
IJS iShares S&P Small-Cap 600 Value ETF
+0.31%
+$88 
PRU Prudential Financial, Inc.
+0.3%
+$17.86 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.3%
+$42.05 
CAT Caterpillar Inc.
+0.23%
+$443.26 
AAPL Apple Inc.
+0.22%
+$7,160.08 
MRK Merck & Co., Inc.
+0.21%
+$71.34 
MCD McDonald's Corporation
+0.21%
+$56.84 
EWC iShares MSCI Canada ETF
+0.21%
+$160.29 
TFC Truist Financial Corporation
+0.21%
+$6.38 
DFUV Dimensional US Marketwide Value ETF
+0.21%
+$13.2 
PG Procter & Gamble Co
+0.2%
+$214.32 
UA Under Armour Inc.
+0.19%
+$3 
ENZL iShares MSCI New Zealand ETF
+0.19%
+$105.57 
NUSC Nuveen ESG Small-Cap ETF
+0.19%
+$523.9 
WPC W. P. Carey Inc.
+0.18%
+$282.23 
SPHQ Invesco S&P 500 Quality ETF
+0.17%
+$498.3 
ROST Ross Stores, Inc.
+0.16%
+$179.2 
MDLZ Mondelez International, Inc.
+0.13%
+$35.28 
PEP PepsiCo, Inc.
+0.12%
+$22.27 
LOW Lowe's Companies Inc.
+0.12%
+$85.25 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.11%
+$28,028.42 
JIG JPMorgan International Growth ETF
+0.1%
+$2,190.06 
UBER Uber Technologies, Inc.
+0.09%
+$14 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.05%
+$429.93 
SPHB Invesco S&P 500 High Beta ETF
+0.05%
+$1,245.37 
AFRM Affirm Holdings, Inc.
+0.04%
+$2.55 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.04%
+$6,531.5 
IUSV iShares Core S&P U.S. Value ETF
+0.04%
+$26 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$16.16 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$2,027.04 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$294.56 
SAIC Science Applications International Corporation Common Stock
+0.02%
+$88.84 
DSI iShares MSCI KLD 400 Social ETF
+0.01%
+$18.88 
CMCSA Comcast Corp
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MMM 3M Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
GTM ZoomInfo Technologies Inc.
-6.03%
-$26 
AVGO Broadcom Inc.
-5.94%
-$12,911.61 
KD Kyndryl Holdings Inc.
-5.52%
-$61.6 
AMAT Applied Materials, Inc.
-5.12%
-$15,130.07 
CRCL Circle Internet Group, Inc.
-5.01%
-$4,536 
NET Cloudflare Inc.
-4.55%
-$15.05 
ORBS Eightco Holdings Inc.
-4.24%
-$27.84 
MSTR Strategy Inc.
-4.18%
-$17,827.45 
HOOD Robinhood Markets, Inc.
-3.83%
-$125.73 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$5,697.12 
ORCL Oracle Corporation
-3.65%
-$12,579.9 
ZM Zoom Video Communications, Inc.
-3.53%
-$1,156.24 
COIN Coinbase Global, Inc.
-3.53%
-$407.25 
VEEV Veeva Systems Inc.
-3.52%
-$969.01 
PLTR Palantir Technologies Inc.
-2.78%
-$2,320.99 
PAYX Paychex Inc.
-2.69%
-$338 
SHOP Shopify Inc.
-2.66%
-$210.5 
ICLR ICON plc
-2.58%
-$1,294.67 
CRM Salesforce Inc
-2.56%
-$748.2 
NOW ServiceNow, Inc.
-2.55%
-$97.5 
ADSK Autodesk, Inc.
-2.44%
-$850.5 
ADBE Adobe Inc.
-2.39%
-$679.35 
LLY Eli Lilly and Company
-2.38%
-$4,326 
OLED Universal Display Corporation
-2.24%
-$204 
HIMS Hims & Hers Health, Inc.
-2.15%
-$93 
BYRN Byrna Technologies Inc.
-2.1%
-$18 
IGV iShares Expanded Tech-Software Sector ETF
-2.07%
-$2,244 
PURR Hyperliquid Strategies Inc.
-2.05%
-$120.26 
IQV IQVIA Holdings Inc.
-2.01%
-$2,221.02 
INTC Intel Corporation
-1.97%
-$220.42 
DXCM DexCom, Inc.
-1.89%
-$442.88 
CHKP Check Point Software Technologies Ltd.
-1.87%
-$371.48 
YUM Yum! Brands, Inc.
-1.82%
-$232.9 
ARKK ARK Innovation ETF Fund
-1.8%
-$113,256.54 
HYDR Global X Hydrogen ETF
-1.74%
-$197.6 
ORLY O'Reilly Automotive Inc.
-1.65%
-$794.07 
SCCO Southern Copper Corporation
-1.59%
-$974.09 
CSCO Cisco Systems, Inc.
-1.58%
-$1,406.94 
IREN IREN Limited
-1.56%
-$108.5 
FDX FedEx Corporation
-1.39%
-$758.31 
EBAY eBay Inc.
-1.38%
-$313.92 
FDN First Trust Dow Jones Internet Index Fund
-1.3%
-$1,578.5 
IBM International Business Machines Corporation
-1.19%
-$1,128 
BMNR Bitmine Immersion Technologies, Inc.
-1.15%
-$1,383.9 
HQH Tekla Healthcare Investors
-1.15%
-$74.52 
LPLA LPL Financial Holdings Inc.
-1.14%
-$827.97 
FDXF FedEx Freight Holding Company Inc.
-1.12%
-$136 
RUM Rumble Inc.
-1.06%
-$8 
HSY The Hershey Company
-1.02%
-$475 
NSC Norfolk Southern Corporation
-1.02%
-$275.2 
VRSN Verisign Inc.
-1.01%
-$2,124.3 
UPS United Parcel Service, Inc.
-0.98%
-$160.16 
SBET Sharplink Gaming Inc.
-0.95%
-$89.22 
UL Unilever PLC Sponsored American Depositary Receipt
-0.94%
-$820.1 
AMZN Amazon.com Inc
-0.94%
-$7,472.27 
SPGI S&P Global Inc.
-0.92%
-$232.2 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$68.37 
AJG Arthur J. Gallagher & Co.
-0.9%
-$250.8 
OMC Omnicom Group Inc.
-0.89%
-$94.01 
META Meta Platforms Inc Class A
-0.86%
-$3,118.07 
HD The Home Depot, Inc.
-0.83%
-$525.4 
TCBK Trico Bancshares
-0.83%
-$435.84 
ZEO Esgen Acquisition Corp.
-0.8%
-$7.6 
SBUX Starbucks Corporation
-0.79%
-$3,639.52 
CLX The Clorox Company
-0.79%
-$84 
PLBC Plumas Bancorp
-0.77%
-$475.3 
BLK BlackRock, Inc.
-0.77%
-$63.77 
GBTC Grayscale Bitcoin Trust ETF
-0.75%
-$1,666.48 
ITB iShares U.S. Home Construction ETF
-0.75%
-$750 
DHR Danaher Corporation
-0.71%
-$108 
IBIT iShares Bitcoin Trust
-0.7%
-$11,158 
JNJ Johnson & Johnson
-0.66%
-$890.94 
EMR Emerson Electric Co.
-0.63%
-$416 
BKNG Booking Holdings Inc.
-0.6%
-$2,881.28 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$278.76 
NLOP Net Lease Office Properties.
-0.6%
-$10.15 
QUAL iShares MSCI USA Quality Factor ETF
-0.59%
-$1,238.15 
ABNB Airbnb, Inc.
-0.58%
-$292.11 
DE Deere & Company
-0.58%
-$706 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$4,666.1 
COO The Cooper Companies, Inc.
-0.56%
-$49.88 
NVS Novartis AG Sponsored ADR
-0.55%
-$647.64 
SYK Stryker Corporation
-0.55%
-$94 
OTIS Otis Worldwide Corporation
-0.55%
-$14.8 
ABBV AbbVie Inc.
-0.54%
-$191.76 
A Agilent Technologies Inc.
-0.51%
-$640.67 
AZN AstraZeneca PLC American Depositary Shares
-0.5%
-$79 
DUK Duke Energy Corporation
-0.46%
-$184.11 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.43%
-$221.28 
FXL First Trust Technology AlphaDEX Fund
-0.41%
-$879.07 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$3.04 
DAPP VanEck Digital Transformation ETF
-0.39%
-$108.85 
JPC Nuveen Preferred & Income Opportunities Fund
-0.39%
-$77.07 
WMT Walmart Inc.
-0.39%
-$1,464.3 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.39%
-$99,506.4 
ETH Ethan Allen Interiors Inc
-0.39%
-$14.21 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$19.32 
BMBL Bumble Inc.
-0.37%
-$0.31 
NULG Nuveen ESG Large-Cap Growth ETF
-0.37%
-$2,745.72 
V Visa Inc. Class A
-0.36%
-$1,333.82 
ETHA iShares Ethereum Trust
-0.35%
-$6,023.7 
VGT Vanguard Information Technology ETF
-0.35%
-$61.92 
IUSG iShares Core S&P U.S. Growth ETF
-0.35%
-$902.37 
IBB iShares Biotechnology ETF
-0.34%
-$59.16 
AXP American Express Company
-0.34%
-$131.04 
MAS Masco Corporation
-0.34%
-$84 
O Realty Income Corporation
-0.33%
-$15.54 
ETHE Grayscale Ethereum Trust ETF
-0.33%
-$107.15 
ICE Intercontinental Exchange, Inc.
-0.33%
-$71.91 
PFFD Global X U.S. Preferred ETF
-0.32%
-$162.72 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.32%
-$18,570.44 
MSFT Microsoft Corp.
-0.3%
-$6,116.88 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$473.6 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.29%
-$46.5 
KMB Kimberly-Clark Corporation
-0.28%
-$37.2 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.28%
-$4.2 
USMC Principal U.S. Mega-Cap ETF
-0.26%
-$82.35 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.25%
-$45.24 
FLMI Franklin Dynamic Municipal Bond ETF
-0.24%
-$4,582.62 
SPEM SPDR Portfolio Emerging Markets ETF
-0.23%
-$11,196.12 
SMH VanEck Semiconductor ETF
-0.22%
-$2,857.38 
HMOP Hartford Municipal Opportunities ETF
-0.22%
-$59.33 
KMX CarMax Inc.
-0.22%
-$94.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$0.42 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$919.02 
Q Qnity Electronics Inc.
-0.2%
-$14.5 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$346.49 
VOO Vanguard S&P 500 ETF
-0.19%
-$120.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$29,074.59 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.18%
-$143.72 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.18%
-$6,187.56 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.18%
-$13,230.4 
XLF Financial Select Sector SPDR Fund
-0.17%
-$190.1 
DFUS Dimensional U.S. Equity Market ETF
-0.17%
-$64.12 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.16%
-$42,628.65 
SNY Sanofi American Depositary Receipt
-0.14%
-$10.08 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$735 
GEHC GE HealthCare Technologies Inc.
-0.14%
-$0.3 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.14%
-$362.57 
GOOGL Alphabet Inc
-0.13%
-$3,028.18 
PLD Prologis Inc.
-0.13%
-$28.08 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$26 
CALY BlackRock Short-Term California Muni Bond ETF
-0.12%
-$2.3 
WFC-PL Wells Fargo & Company
-0.12%
-$14 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$446.38 
GOOG Alphabet Inc
-0.12%
-$142.8 
PEJ Invesco Leisure and Entertainment ETF
-0.12%
-$8 
NULV Nuveen ESG Large-Cap Value ETF
-0.11%
-$795.36 
SNPE Xtrackers S&P 500 ESG ETF
-0.11%
-$359.84 
NFLX Netflix, Inc.
-0.1%
-$25.92 
GRNB VanEck Green Bond ETF
-0.08%
-$196.02 
JPM JPMorgan Chase & Co.
-0.07%
-$106.65 
SRLN SPDR Blackstone Senior Loan ETF
-0.07%
-$5.79 
OAKM Oakmark U.S. Large Cap ETF
-0.06%
-$18,516.88 
NVDA NVIDIA Corporation
-0.06%
-$1.4 
CMI Cummins Inc.
-0.06%
-$70 
ECL Ecolab Inc.
-0.05%
-$23.4 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$4.35 
EFA iShares MSCI EAFE ETF
-0.05%
-$7 
PKW Invesco BuyBack Achievers ETF
-0.04%
-$118.8 
PFE Pfizer Inc.
-0.04%
-$12.38 
TOWN TowneBank
-0.03%
-$8 
CHD Church & Dwight Co., Inc.
-0.02%
-$28.8 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$14.2 
CALI China Auto Logistics Inc.
-0.02%
-$50 
ABT Abbott Laboratories
-0.02%
-$4.18 Events
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Dividends
Dividend Analysis
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No Data
| Trades 928 | Longs Won 609/928 65% | Profit Factor 3.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $443,290.06 |
| Average Win $100,018.22 | Best Trade (Aug 15) $5.18M | Sharpe Ratio -11.62 |
| Average Loss -$63,322.47 | Worst Trade (Mar 31) -$5.87M | Z-Score 4.35 (100%) |
| Commissions $0 | Avg. Trade Length 5m 6d | Expectancy $43,869.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,049 | 3,644 | 3,239 | 2,834 | 2,429 | 2,024 | 1,619 | 1,215 | 810 | 405 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 843 | $96,063 | $125,210.79 | - | $29,147.79 | 30.34% | -0.509% |
| AAPL Apple Inc. | 10,687 | $2.95M | $3.27M | - | $319,541.56 | 10.83% | +0.219% |
| ABBV AbbVie Inc. | 141 | $32,215.83 | $35,173.86 | - | $2,958.03 | 9.18% | -0.542% |
| ABNB Airbnb, Inc. | 273 | $34,474 | $50,248.38 | - | $15,774.38 | 45.76% | -0.578% |
| ABT Abbott Laboratories | 209 | $26,191.31 | $23,251.25 | - | -$2,940.06 | -11.23% | -0.018% |
| ACHC Acadia Healthcare Company, Inc. | 270 | $6,315 | $8,324.1 | - | $2,009.1 | 31.81% | +1.951% |
| ADBE Adobe Inc. | 105 | $25,524 | $27,722.1 | - | $2,198.1 | 8.61% | -2.392% |
| ADI Analog Devices, Inc. | 291 | $92,486.31 | $113,312.49 | - | $20,826.18 | 22.52% | +2.157% |
| ADSK Autodesk, Inc. | 135 | $32,320 | $33,974.1 | - | $1,654.1 | 5.12% | -2.442% |
| AEM Agnico Eagle Mines Limited | 2 | $406 | $372.92 | - | -$33.08 | -8.15% | +3.382% |
| AFRM Affirm Holdings, Inc. | 85 | $3,895 | $6,659.75 | - | $2,764.75 | 70.98% | +0.038% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2 | $199 | $194.96 | - | -$4.04 | -2.03% | -0.215% |
| AJG Arthur J. Gallagher & Co. | 110 | $25,253 | $27,633.1 | - | $2,380.1 | 9.43% | -0.899% |
| ALL Allstate Corporation | 44 | $9,123 | $11,502.04 | - | $2,379.04 | 26.08% | +0.357% |
| AMAT Applied Materials, Inc. | 553 | $310,806.9 | $280,470.53 | - | -$30,336.37 | -9.76% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 344 | $73,670.99 | $176,950.16 | - | $103,279.17 | 140.19% | +6.497% |
| AMT American Tower Corporation | 100 | $17,258 | $17,558 | - | $300 | 1.74% | +0.798% |
| AMZN Amazon.com Inc | 3,013 | $695,461.29 | $791,364.42 | - | $95,903.13 | 13.79% | -0.935% |
| APD Air Products and Chemicals, Inc. | 230 | $66,696 | $71,063.1 | - | $4,367.1 | 6.55% | +1.129% |
| ARKK ARK Innovation ETF Fund | 76,011 | $5.78M | $6.16M | - | $381,920.04 | 6.6% | -1.804% |
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FAQ
Which stocks have generated the highest profits for Abound Financial LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $6.06M, SPDR Portfolio Developed World ex-US ETF - $4.06M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $3.21M, SPDR Gold MiniShares Trust - $2.45M, and SPDR Portfolio S&P 600 Small Cap ETF - $2.31M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Microsoft Corp - $5.92M, iShares Core S&P 500 ETF - $3.12M, Amazon.com Inc - $2.48M, Invesco QQQ Trust, Series 1 - $1.04M, and State Street Technology Select Sector SPDR ETF - $465,665.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Abound Financial LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.61M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $797,545.68, SPDR Portfolio S&P 600 Small Cap ETF - $553,586.5, SPDR Portfolio S&P 500 Value ETF - $378,516.33, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $350,369.28, and SPDR Portfolio Mortgage Backed Bond ETF - $318,717.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Abound Financial LLC's monthly returns?
Abound Financial LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Abound Financial LLC's strategy be considered aggressive or moderate?
Abound Financial LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Abound Financial LLC's strategy?
Abound Financial LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
