AA

Aufman Associates Portfolio holdings

AUM $162M
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$18.5M
3
+$14.7M
4
STX icon
Seagate
STX
+$8.86M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.97%
2 Financials 3.34%
3 Healthcare 2.93%
4 Energy 2.36%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$365K 0.38%
+1,119
27
$348K 0.36%
+5,349
28
$340K 0.35%
+3,918
29
$340K 0.35%
+1
30
$335K 0.34%
+2,270
31
$319K 0.33%
+1,504
32
$296K 0.3%
+8,480
33
$284K 0.29%
+3,203
34
$284K 0.29%
+5,124
35
$249K 0.26%
+13,172
36
$237K 0.24%
+1,849
37
$231K 0.24%
+7,820
38
$226K 0.23%
+900
39
$217K 0.22%
+2,550
40
$210K 0.22%
+5,100
41
$208K 0.21%
+1,304
42
$206K 0.21%
+1,722
1
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