Portfolio (Quarterly)
Guide ↗
ABOUND FINANCIAL, LLC
· CIK 0002024264| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DEO | DIAGEO PLC | Consumer Defensive | 261 | $23K | 0.01% | SOLD |
| 2 | RGLD | ROYAL GOLD INC | Basic Materials | 90 | $20K | 0.01% | SOLD |
| 3 | FSCO | FS CREDIT OPPORTUNITIES CORP | Financial Services | 2,673 | $17K | 0.01% | SOLD |
| 4 | NKE | NIKE INC | Consumer Cyclical | 140 | $9K | 0.00% | SOLD |
| 5 | SNOW | SNOWFLAKE INC | Technology | 19 | $4K | 0.00% | SOLD |
| 6 | DASH | DOORDASH INC | Communication Services | 5 | $1K | — | SOLD |
| 7 | AGNC | AGNC INVT CORP | Real Estate | 74 | $793.0 | — | SOLD |
| 8 | SOLV | SOLVENTUM CORP | Healthcare | 3 | $238.0 | — | SOLD |
Sector Allocation
Technology
30.2%
Financial Services
28.2%
Consumer Cyclical
12.5%
Communication Services
11.3%
Energy
6.2%
Consumer Defensive
3.8%
Healthcare
3.6%
Industrials
3.0%
Basic Materials
0.7%
Utilities
0.3%