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
$122M
AUM Growth
-$8.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$3.05M
2 +$375K
3 +$308K
4
OMI icon
Owens & Minor
OMI
+$268K
5
PINS icon
Pinterest
PINS
+$240K

Sector Composition

1 Technology 10.39%
2 Real Estate 3.02%
3 Healthcare 3.01%
4 Financials 2.24%
5 Communication Services 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,037