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AA
Aufman Associates Portfolio holdings
AUM
$204M
1-Year Est. Return
39.64%
This Fund
S&P 500
1 Year Est. Return
+39.64%
AUM
$204M
AUM Growth
+$8.71M
(+4.5%)
Holding
67
Top Buys
| 1 | +$2.95M | |
| 2 | +$644K | |
| 3 | +$92.7K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$16.3K |
| 5 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$15.4K |
Top Sells
| 1 | +$542K | |
| 2 | +$491K | |
| 3 | +$398K | |
| 4 |
IBM
IBM
|
+$216K |
| 5 |
UnitedHealth
UNH
|
+$215K |
Sector Composition
| 1 | Technology | 14.75% |
| 2 | Healthcare | 2.99% |
| 3 | Financials | 1.59% |
| 4 | Communication Services | 1.51% |
| 5 | Materials | 1.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
PepsiCo
PEP
$200B
| $279K | 0.14% |
1,797
|
|
||
52
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $276K | 0.14% |
4,091
|
|
||
53
iShares S&P 500 Value ETF
IVE
$47.9B
| $276K | 0.14% |
1,308
-158
|
|
||
54
Verizon
VZ
$195B
| $263K | 0.13% |
5,242
|
|
||
55
McKesson
MCK
$91.3B
| $260K | 0.13% |
300
|
|
||
56
McDonald's
MCD
$205B
| $258K | 0.13% |
829
|
|
||
57
Vanguard Short-Term Bond ETF
BSV
$45.2B
| $253K | 0.12% |
3,232
+17
|
|
||
58
Caterpillar
CAT
$435B
| $248K | 0.12% |
350
|
|
||
59
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.66B
| $247K | 0.12% |
1,864
|
|
||
60
Marriott International
MAR
$106B
| $230K | 0.11% |
702
|
|
||
61
Fidelity Enhanced Large Cap Value ETF
FELV
$3.12B
| $214K | 0.11% |
6,133
|
|
||
62
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.19B
| $213K | 0.1% |
2,819
|
|
||
63
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
| $200K | 0.1% |
1,988
-871
|
|
||
64
iShares Global Clean Energy ETF
ICLN
$3.03B
| $188K | 0.09% |
10,269
|
|
||
|
FORA
65
DELISTED
Forian
FORA
| $109K | 0.05% |
52,657
|
|
||
|
66
IBM
IBM
$255B
| – | – |
-729
|
|
||
|
67
UnitedHealth
UNH
$370B
| – | – |
-652
|
|