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
$93M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$322K
2
+$258K
3
+$224K
4
EFAX icon
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$217K
5
AMZN icon
Amazon
AMZN
+$214K

Top Sells

1
+$501K
2
+$271K
3
+$225K
4
IBM icon
IBM
IBM
+$211K
5
AAPL icon
Apple
AAPL
+$165K

Sector Composition

1 Technology 8.92%
2 Healthcare 4.91%
3 Materials 3.77%
4 Financials 2.36%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$327K 0.35%
7,540
27
$286K 0.31%
10,502
28
$278K 0.3%
2,075
+1
29
$272K 0.29%
3,100
-103
30
$258K 0.28%
+10,290
31
$227K 0.24%
4,595
-532
32
$224K 0.24%
+3,692
33
$217K 0.23%
+6,342
34
$214K 0.23%
+1,360
35
$204K 0.22%
1,232
-450
36
$189K 0.2%
+10,207
37
$74K 0.08%
+2,392
38
– –
-1,160
39
– –
-5,349
40
– –
-1,829
41
– –
-4,764
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