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AA

Aufman Associates Portfolio holdings

AUM $204M
1-Year Est. Return 39.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$205K
3
+$200K
4
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$112K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$50.1K

Top Sells

1
+$385K
2
+$345K
3
+$312K
4
ALTO icon
Alto Ingredients
ALTO
+$307K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$238K

Sector Composition

1 Technology 12.53%
2 Healthcare 2.26%
3 Financials 1.93%
4 Communication Services 1.65%
5 Materials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$691K 0.39%
3,726
+5
27
$632K 0.36%
6,802
28
$622K 0.35%
1,896
29
$621K 0.35%
1,881
-600
30
$542K 0.3%
6,077
31
$498K 0.28%
3,499
32
$470K 0.26%
2,310
33
$467K 0.26%
3,931
+8
34
$460K 0.26%
2,963
+21
35
$460K 0.26%
4,015
-20
36
$452K 0.25%
17,509
+1,318
37
$409K 0.23%
3,051
38
$400K 0.23%
3,154
39
$379K 0.21%
1,557
-59
40
$351K 0.2%
2,589
-26
41
$337K 0.19%
6,841
42
$334K 0.19%
1,195
43
$326K 0.18%
1,073
44
$313K 0.18%
3,733
+29
45
$308K 0.17%
1,403
-22
46
$303K 0.17%
7,471
+160
47
$303K 0.17%
1,466
48
$279K 0.16%
2,984
49
$278K 0.16%
7,485
50
$274K 0.15%
2,859
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