AA
Aufman Associates Portfolio holdings
AUM
$162M
This Quarter Return
-7.35%
1 Year Return
+15.14%
3 Year Return
+52.33%
5 Year Return
+97.17%
10 Year Return
–
AUM
$95M
AUM Growth
+$95M
(-9.7%)
Cap. Flow
-$1.13M
Cap. Flow
% of AUM
-1.19%
Top 10 Holdings %
Top 10 Hldgs %
87.61%
Holding
44
New
–
Increased
15
Reduced
10
Closed
4
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$770K |
| 2 |
Vanguard Total Bond Market
BND
|
$71.6K |
| 3 |
Alto Ingredients
ALTO
|
$64.8K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$5.46K |
| 5 |
Chevron
CVX
|
$2.73K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$461K |
| 2 |
Seagate
STX
|
$278K |
| 3 |
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
|
$209K |
| 4 |
3M
MMM
|
$207K |
| 5 |
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% |
