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
$121M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$223K
2
+$58.1K
3
+$32.1K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$27.7K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$19.7K

Top Sells

1
+$502K
2
+$149K
3
+$148K
4
JNJ icon
Johnson & Johnson
JNJ
+$115K
5
INTC icon
Intel
INTC
+$68.5K

Sector Composition

1 Technology 7.76%
2 Healthcare 3.01%
3 Financials 2.3%
4 Real Estate 1.94%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$397K 0.33%
3,987
+8
27
$341K 0.28%
3,295
-195
28
$339K 0.28%
2,515
-153
29
$333K 0.27%
3,051
30
$319K 0.26%
3,568
-541
31
$301K 0.25%
625
-310
32
$274K 0.23%
1,739
-56
33
$273K 0.23%
10,329
-138
34
$264K 0.22%
5,045
35
$263K 0.22%
2,350
36
$245K 0.2%
6,498
+123
37
$244K 0.2%
4,044
+49
38
$233K 0.19%
1,057
+4
39
$223K 0.18%
+1,860
40
$221K 0.18%
1,191
41
$220K 0.18%
11,454
-612
42
$213K 0.18%
5,263
+57
43
$207K 0.17%
6,205
-2,049
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