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
$156M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.01M
3
+$607K
4
AVGO icon
Broadcom
AVGO
+$503K
5
MRK icon
Merck
MRK
+$462K

Top Sells

1
+$973K
2
+$875K
3
+$481K
4
STX icon
Seagate
STX
+$318K
5
CCI icon
Crown Castle
CCI
+$291K

Sector Composition

1 Technology 9.78%
2 Healthcare 2.93%
3 Materials 2.68%
4 Financials 2.58%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$578K 0.37%
2,041
-26
27
$555K 0.36%
6,588
-64
28
$503K 0.32%
+2,917
29
$476K 0.31%
3,550
+1,200
30
$462K 0.3%
+4,068
31
$455K 0.29%
3,886
+9
32
$435K 0.28%
6,077
-1,463
33
$429K 0.28%
266,662
+73,750
34
$413K 0.27%
2,801
+1,053
35
$387K 0.25%
662
+30
36
$366K 0.24%
+2,153
37
$348K 0.22%
3,051
38
$344K 0.22%
+1,131
39
$342K 0.22%
3,557
40
$315K 0.2%
13,161
-339
41
$308K 0.2%
4,292
+389
42
$300K 0.19%
+6,685
43
$296K 0.19%
1,787
-26
44
$296K 0.19%
7,152
+81
45
$296K 0.19%
1,587
+170
46
$291K 0.19%
6,660
47
$289K 0.19%
+1,466
48
$287K 0.18%
8,667
-1,182
49
$285K 0.18%
2,706
50
$273K 0.18%
4,382
-663
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