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
$135M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$389K
3
+$382K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$359K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$273K

Top Sells

1
+$326K
2
+$152K
3
+$117K
4
STX icon
Seagate
STX
+$105K
5
FHI icon
Federated Hermes
FHI
+$76.9K

Sector Composition

1 Technology 12.14%
2 Healthcare 3.5%
3 Real Estate 3.27%
4 Financials 2.3%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$439K 0.32%
3,239
+21
27
$428K 0.32%
6,735
+98
28
$389K 0.29%
+4,893
29
$382K 0.28%
+9,487
30
$356K 0.26%
4,934
31
$321K 0.24%
2,350
32
$320K 0.24%
10,642
33
$313K 0.23%
5,304
-1
34
$294K 0.22%
5,658
+18
35
$288K 0.21%
1,941
-157
36
$286K 0.21%
5,045
37
$281K 0.21%
1,940
38
$273K 0.2%
+6,910
39
$267K 0.2%
6,376
40
$257K 0.19%
3,597
41
$251K 0.19%
3,003
-94
42
$249K 0.18%
4,213
-100
43
$244K 0.18%
+5,619
44
$235K 0.17%
12,045
45
$235K 0.17%
4,957
+58
46
$224K 0.17%
+1,912
47
$220K 0.16%
+852
48
$218K 0.16%
1,081
49
$216K 0.16%
10,207
50
$216K 0.16%
1,079
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