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
$135M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$326K
2 +$152K
3 +$117K
4
STX icon
Seagate
STX
+$105K
5
FHI icon
Federated Hermes
FHI
+$76.9K

Sector Composition

1 Technology 12.14%
2 Healthcare 3.5%
3 Real Estate 3.27%
4 Financials 2.3%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$211K 0.16%
+1,216
52
$210K 0.16%
5,580
-2,043
53
$204K 0.15%
775
54
$203K 0.15%
+300