AA
Aufman Associates Portfolio holdings
AUM
$162M
1-Year Est. Return
15.14%
1 Year Est. Return
+15.14%
AUM
$145M
AUM Growth
-$2.68M
(-1.8%)
Holding
61
Top Buys
| 1 | +$1.96M | |
| 2 | +$1.11M | |
| 3 | +$223K | |
| 4 |
McKesson
MCK
|
+$202K |
| 5 |
Moderna
MRNA
|
+$119K |
Top Sells
| 1 | +$1M | |
| 2 | +$236K | |
| 3 | +$233K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$211K |
| 5 |
Procter & Gamble
PG
|
+$206K |
Sector Composition
| 1 | Technology | 7.48% |
| 2 | Healthcare | 2.84% |
| 3 | Financials | 2.64% |
| 4 | Materials | 1.83% |
| 5 | Communication Services | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
| $239K | 0.16% |
4,091
|
|
||
52
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.26B
| $238K | 0.16% |
2,859
|
|
||
53
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.87B
| $223K | 0.15% |
1,864
|
|
||
54
Duke Energy
DUK
$96.7B
| $223K | 0.15% |
+1,828
|
|
||
|
55
McKesson
MCK
$101B
| $202K | 0.14% |
+300
|
|
||
56
iShares Global Clean Energy ETF
ICLN
$1.87B
| $116K | 0.08% |
10,158
|
|
||
57
Forian
FORA
$69.7M
| $105K | 0.07% |
52,657
|
|
||
|
58
Procter & Gamble
PG
$351B
| – | – |
-1,231
|
|
||
59
TSMC
TSM
$1.56T
| – | – |
-1,195
|
|
||
|
60
iShares S&P 500 Growth ETF
IVW
$68.2B
| – | – |
-2,075
|
|
||
61
JPMorgan Chase
JPM
$847B
| – | – |
-971
|
|