AA

Aufman Associates Portfolio holdings

AUM $178M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$259K
3
+$206K
4
VB icon
Vanguard Small-Cap ETF
VB
+$171K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$122K

Top Sells

1
+$460K
2
+$285K
3
+$279K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$75.4K
5
MSFT icon
Microsoft
MSFT
+$47.5K

Sector Composition

1 Technology 8.53%
2 Materials 3.23%
3 Healthcare 2.91%
4 Financials 2.31%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$438K 0.31%
3,578
27
$428K 0.3%
3,869
+7
28
$421K 0.3%
192,912
29
$359K 0.25%
2,818
-276
30
$347K 0.24%
3,051
31
$323K 0.23%
14,397
+2,826
32
$309K 0.22%
625
33
$306K 0.22%
5,045
34
$289K 0.2%
2,350
35
$280K 0.2%
6,989
+799
36
$273K 0.19%
1,812
37
$273K 0.19%
6,555
38
$272K 0.19%
1,046
-7
39
$271K 0.19%
9,849
-329
40
$267K 0.19%
1,693
+36
41
$263K 0.19%
5,953
+3
42
$259K 0.18%
+533
43
$247K 0.17%
4,045
44
$208K 0.15%
1,191
45
$206K 0.15%
+2,445
46
$175K 0.12%
52,657
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