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
$120M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.91M
3
+$1.02M
4
AA icon
Alcoa
AA
+$255K
5
PINS icon
Pinterest
PINS
+$225K

Top Sells

1
+$4.48M
2
+$1.35M
3
+$233K
4
XOM icon
Exxon Mobil
XOM
+$223K
5
AMZN icon
Amazon
AMZN
+$209K

Sector Composition

1 Technology 10.13%
2 Healthcare 4.74%
3 Real Estate 3.42%
4 Financials 2.09%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$335K 0.28%
3,100
27
$332K 0.28%
2,060
+2
28
$329K 0.27%
5,656
+40
29
$325K 0.27%
11,271
+769
30
$305K 0.25%
1,344
31
$275K 0.23%
1,081
32
$267K 0.22%
5,034
33
$265K 0.22%
5,100
34
$264K 0.22%
775
35
$256K 0.21%
6,376
36
$255K 0.21%
+7,848
37
$248K 0.21%
10,207
38
$238K 0.2%
6,327
-3,963
39
$230K 0.19%
2,350
40
$225K 0.19%
4,265
-335
41
$225K 0.19%
+3,037
42
$207K 0.17%
+12,045
43
$204K 0.17%
+1,980
44
$202K 0.17%
3,097
-107
45
– –
-72,180
46
– –
-3,840
47
– –
-600
48
– –
-1,280
1
2