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
$119M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$117K
3
+$52.8K
4
VB icon
Vanguard Small-Cap ETF
VB
+$50.9K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$15.8K

Top Sells

1
+$919K
2
+$437K
3
+$65.9K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$60.8K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$376K 0.32%
3,987
27
$367K 0.31%
2,460
-55
28
$315K 0.26%
625
29
$295K 0.25%
3,051
30
$289K 0.24%
3,568
31
$287K 0.24%
1,704
-35
32
$271K 0.23%
2,350
33
$252K 0.21%
5,045
34
$242K 0.2%
10,271
-58
35
$241K 0.2%
1,839
-21
36
$230K 0.19%
6,498
37
$226K 0.19%
4,044
38
$225K 0.19%
1,061
+4
39
$221K 0.19%
6,205
40
$215K 0.18%
5,573
+310
41
$215K 0.18%
11,508
+54
42
$202K 0.17%
1,191
43
$117K 0.1%
+52,657
44
– –
-12,642
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