StockDriftsStockDriftsTop 50 Abound Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPSM | STATE STREET | 11.45% | 542.4K | $26.2M | -7.24%(-42.33K) | $44.78(+27.18%) | 2026-03-31 | |
| OAKM | OAKMARK U S | 11.21% | 931.0K | $25.7M | +0.37%(+3.44K) | $25.86(+12.65%) | 2026-03-31 | |
| SPYG | STATE STREET | 10.13% | 236.9K | $23.2M | -11.13%(-29.68K) | $85.60(+36.91%) | 2026-03-31 | |
| SPTM | STATE STREET | 9.94% | 287.7K | $22.7M | -9.12%(-28.88K) | $71.06(+27.42%) | 2026-03-31 | |
| SPYV | STATE STREET | 9.93% | 401.6K | $22.7M | -8.01%(-34.96K) | $53.36(+15.53%) | 2026-03-31 | |
| SPDW | STATE STREET | 6.67% | 334.4K | $15.3M | -8.15%(-29.68K) | $36.02(+39.02%) | 2026-03-31 | |
| SPYM | STATE STREET | 5.81% | 173.9K | $13.3M | -3.79%(-6.85K) | $68.23(+28.50%) | 2026-03-31 | |
| VBIL | VANGUARD ULTRA | 3.35% | 101.4K | $7.7M | -6.03%(-6.51K) | $75.58(-0.08%) | 2026-03-31 | |
| SPTI | STATE STREET | 3.33% | 265.7K | $7.6M | -7.62%(-21.91K) | $28.50(-0.72%) | 2026-03-31 | |
| SPMD | STATE STREET | 3.03% | 117.3K | $6.9M | -9.41%(-12.18K) | $54.71(+21.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.57% | +35.19% |
| Top 20 Holdings Unweighted | +9.95% | +32.91% |
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