AA
Aufman Associates Portfolio holdings
AUM
$162M
This Quarter Return
-3.3%
1 Year Return
+15.14%
3 Year Return
+52.33%
5 Year Return
+97.17%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(-1.7%)
Cap. Flow
+$2.29M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
86.42%
Holding
44
New
1
Increased
11
Reduced
13
Closed
1
Top Buys
| 1 |
Minerals Technologies
MTX
|
$3.6M |
| 2 |
Forian
FORA
|
$117K |
| 3 |
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
|
$52.8K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$50.9K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$15.8K |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$919K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$437K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$65.9K |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$60.8K |
| 5 |
Apple
AAPL
|
$26.2K |
Sector Composition
| 1 | Technology | 8.03% |
| 2 | Materials | 4.12% |
| 3 | Healthcare | 3.01% |
| 4 | Financials | 2.34% |
| 5 | Real Estate | 1.6% |
