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
$148M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$317K
3
+$95.6K
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$63.5K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$27.8K

Top Sells

1
+$975K
2
+$953K
3
+$719K
4
VB icon
Vanguard Small-Cap ETF
VB
+$275K
5
NEE icon
NextEra Energy
NEE
+$229K

Sector Composition

1 Technology 7.95%
2 Healthcare 2.55%
3 Financials 2.44%
4 Materials 2.13%
5 Communication Services 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$539K 0.36%
3,726
27
$508K 0.34%
6,676
+88
28
$498K 0.34%
3,550
29
$462K 0.31%
6,077
30
$460K 0.31%
11,066
+2,299
31
$450K 0.3%
3,908
+22
32
$416K 0.28%
266,662
33
$409K 0.28%
2,823
+22
34
$396K 0.27%
3,557
35
$359K 0.24%
3,604
-464
36
$345K 0.23%
3,051
37
$335K 0.23%
662
38
$317K 0.21%
+2,605
39
$315K 0.21%
1,435
-152
40
$313K 0.21%
13,213
+52
41
$313K 0.21%
1,652
-135
42
$298K 0.2%
1,029
-102
43
$287K 0.19%
7,279
+127
44
$280K 0.19%
1,466
45
$268K 0.18%
6,730
+70
46
$264K 0.18%
1,737
-416
47
$261K 0.18%
6,523
-162
48
$260K 0.18%
2,859
49
$255K 0.17%
4,091
-291
50
$249K 0.17%
3,993
-299
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