AA
Aufman Associates Portfolio holdings
AUM
$162M
1-Year Est. Return
15.14%
1 Year Est. Return
+15.14%
AUM
$162M
AUM Growth
+$16.7M
(+11%)
Holding
65
Top Buys
| 1 | +$818K | |
| 2 | +$513K | |
| 3 | +$485K | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$449K |
| 5 |
TSMC
TSM
|
+$271K |
Top Sells
| 1 | +$1.89M | |
| 2 | +$296K | |
| 3 | +$223K | |
| 4 |
Crown Castle
CCI
|
+$135K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$132K |
Sector Composition
| 1 | Technology | 9.55% |
| 2 | Healthcare | 2.32% |
| 3 | Financials | 2.08% |
| 4 | Communication Services | 1.52% |
| 5 | Materials | 1.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.26B
| $260K | 0.16% |
2,859
|
|
||
52
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
| $254K | 0.16% |
4,091
|
|
||
53
PPL Corp
PPL
$27B
| $254K | 0.16% |
7,485
|
|
||
54
Verizon
VZ
$168B
| $249K | 0.15% |
5,757
-348
|
|
||
55
iShares Russell 2000 Value ETF
IWN
$12B
| $237K | 0.15% |
+1,500
|
|
||
56
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.87B
| $230K | 0.14% |
1,864
|
|
||
57
PepsiCo
PEP
$200B
| $229K | 0.14% |
1,737
|
|
||
58
McKesson
MCK
$101B
| $220K | 0.14% |
300
|
|
||
59
ConocoPhillips
COP
$111B
| $215K | 0.13% |
2,400
|
|
||
60
IBM
IBM
$287B
| $215K | 0.13% |
+729
|
|
||
61
UnitedHealth
UNH
$309B
| $207K | 0.13% |
663
|
|
||
62
iShares ESG Advanced MSCI EAFE ETF
DMXF
$714M
| $203K | 0.13% |
+2,728
|
|
||
63
iShares Global Clean Energy ETF
ICLN
$1.87B
| $135K | 0.08% |
10,269
+111
|
|
||
64
Forian
FORA
$69.7M
| $103K | 0.06% |
52,657
|
|
||
65
Duke Energy
DUK
$96.7B
| – | – |
-1,828
|
|