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
$130M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$947K
2
+$881K
3
+$367K
4
PFE icon
Pfizer
PFE
+$210K
5
GLD icon
SPDR Gold Trust
GLD
+$207K

Top Sells

1
+$1.68M
2
+$526K
3
+$377K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$132K
5
XOM icon
Exxon Mobil
XOM
+$119K

Sector Composition

1 Technology 10.3%
2 Healthcare 6.66%
3 Real Estate 3.19%
4 Financials 2.19%
5 Communication Services 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$362K 0.28%
3,218
+118
27
$346K 0.27%
2,085
+25
28
$344K 0.27%
3,690
-2
29
$313K 0.24%
9,223
-1,802
30
$309K 0.24%
5,515
-141
31
$308K 0.24%
1,356
+12
32
$305K 0.24%
775
33
$300K 0.23%
4,934
-100
34
$298K 0.23%
10,642
-629
35
$274K 0.21%
5,100
36
$268K 0.21%
6,327
37
$266K 0.21%
6,376
38
$259K 0.2%
1,081
39
$258K 0.2%
6,998
-850
40
$252K 0.19%
2,350
41
$242K 0.19%
1,980
42
$240K 0.19%
3,037
43
$239K 0.18%
10,207
44
$233K 0.18%
4,313
+48
45
$225K 0.17%
3,097
46
$220K 0.17%
12,045
47
$210K 0.16%
+5,350
48
$207K 0.16%
+1,250
49
$206K 0.16%
+1,079
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