AA

Aufman Associates Portfolio holdings

AUM $178M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.1M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$661K
2
+$596K
3
+$501K
4
VB icon
Vanguard Small-Cap ETF
VB
+$319K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$263K

Top Sells

1
+$286K
2
+$279K
3
+$272K
4
NEE icon
NextEra Energy
NEE
+$272K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$113K

Sector Composition

1 Technology 9.57%
2 Healthcare 4.94%
3 Materials 3.66%
4 Financials 2.86%
5 Energy 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$314K 0.36%
3,203
27
$311K 0.35%
1,444
28
$295K 0.33%
7,540
-900
29
$271K 0.31%
1,160
+3
30
$271K 0.31%
2,074
-218
31
$271K 0.31%
10,502
32
$229K 0.26%
5,127
+3
33
$227K 0.26%
+1,682
34
$225K 0.26%
+5,349
35
$211K 0.24%
+1,829
36
– –
-1
37
– –
-4,524
38
– –
-1,009
1
2