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
$133M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$129K
2
+$110K
3
+$78.8K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$47K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$24.8K

Top Sells

1
+$1.07M
2
+$147K
3
+$87.2K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$64.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.7K

Sector Composition

1 Technology 8.99%
2 Materials 3.57%
3 Healthcare 2.77%
4 Financials 2.12%
5 Real Estate 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$381K 0.29%
2,461
+1
27
$359K 0.27%
3,094
-201
28
$336K 0.25%
3,051
29
$329K 0.25%
625
30
$323K 0.24%
3,578
+10
31
$299K 0.23%
5,950
-255
32
$280K 0.21%
2,350
33
$280K 0.21%
5,045
34
$276K 0.21%
10,178
-93
35
$256K 0.19%
6,555
+57
36
$253K 0.19%
1,812
-27
37
$250K 0.19%
1,053
-8
38
$249K 0.19%
6,190
+617
39
$247K 0.19%
1,657
-47
40
$239K 0.18%
11,571
+63
41
$238K 0.18%
4,045
+1
42
$202K 0.15%
1,191
43
$154K 0.12%
52,657
1
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