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Home > Institutional Investor > Abundance Wealth Counselors > Profile

Instuitional Investor - Abundance Wealth Counselors

Fund Profile
Filing Period:
Fund Name: Abundance Wealth Counselors
Portfolio Value $384,769
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 209,166 $99,904 25.96%
2.
Ishares Tr
 422,379 $29,714 7.72%
3.
Purecycle Technologies Inc.
 PCT 5,603,567 $22,694 5.89%
4.
Ishares Tr
 535,054 $20,097 5.22%
5.
Fidelity Covington Trust
 213,267 $11,297 2.93%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)