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
$95M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$71.6K
2
+$64.8K
3
+$5.46K
4
CVX icon
Chevron
CVX
+$2.73K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.26K

Top Sells

1
+$461K
2
+$278K
3
+$209K
4
MMM icon
3M
MMM
+$207K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$204K

Sector Composition

1 Technology 8.35%
2 Real Estate 3.09%
3 Financials 2.31%
4 Healthcare 2.06%
5 Energy 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$313K 0.33%
5,578
27
$312K 0.33%
7,540
28
$295K 0.31%
3,051
29
$294K 0.31%
4,123
+1,004
30
$283K 0.3%
1,970
+19
31
$267K 0.28%
9,525
-133
32
$266K 0.28%
10,502
33
$264K 0.28%
2,350
34
$235K 0.25%
6,978
35
$234K 0.25%
5,341
+11
36
$228K 0.24%
8,855
+22
37
$226K 0.24%
4,043
38
$221K 0.23%
5,045
39
$210K 0.22%
1,169
-230
40
$204K 0.21%
5,079
+53
41
– –
-6,376
42
– –
-12,045
43
– –
-1,860
44
– –
-1,917
1
2