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
$156M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.01M
3
+$607K
4
AVGO icon
Broadcom
AVGO
+$503K
5
MRK icon
Merck
MRK
+$462K

Top Sells

1
+$973K
2
+$875K
3
+$481K
4
STX icon
Seagate
STX
+$318K
5
CCI icon
Crown Castle
CCI
+$291K

Sector Composition

1 Technology 9.78%
2 Healthcare 2.93%
3 Materials 2.68%
4 Financials 2.58%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.17%
+2,859
52
$262K 0.17%
+1,510
53
$241K 0.15%
+1,141
54
$230K 0.15%
+1,864
55
$229K 0.15%
+2,712
56
$225K 0.14%
+1,373
57
$214K 0.14%
+4,015
58
$213K 0.14%
+1,231
59
$212K 0.14%
+1,145
60
$211K 0.14%
2,203
-236
61
$211K 0.14%
+1,828
62
$201K 0.13%
+6,937
63
$148K 0.1%
10,057
64
$114K 0.07%
52,657
1 2
3