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
$127M
AUM Growth
-$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$2.21M
2 +$294K
3 +$220K
4
PNC icon
PNC Financial Services
PNC
+$216K
5
PEP icon
PepsiCo
PEP
+$211K

Sector Composition

1 Technology 10.35%
2 Real Estate 3.14%
3 Financials 2.3%
4 Communication Services 2.22%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,216
52
-1,079
53
-775
54
-5,658
55
-300