AA
Aufman Associates Portfolio holdings
AUM
$195M
1-Year Est. Return
28.94%
This Fund
S&P 500
1 Year Est. Return
+28.94%
AUM
$178M
AUM Growth
+$15.5M
(+9.6%)
Holding
67
Top Buys
| 1 | +$213K | |
| 2 | +$205K | |
| 3 | +$200K | |
| 4 |
iShares ESG Advanced MSCI USA ETF
USXF
|
+$112K |
| 5 |
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
|
+$50.1K |
Top Sells
| 1 | +$385K | |
| 2 | +$345K | |
| 3 | +$312K | |
| 4 |
Alto Ingredients
ALTO
|
+$307K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$238K |
Sector Composition
| 1 | Technology | 12.53% |
| 2 | Healthcare | 2.26% |
| 3 | Financials | 1.93% |
| 4 | Communication Services | 1.65% |
| 5 | Materials | 1.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P Mid-Cap ETF
IJH
$106B
| $267K | 0.15% |
4,091
|
|
||
52
iShares Russell 2000 Value ETF
IWN
$12.3B
| $265K | 0.15% |
1,500
|
|
||
53
PepsiCo
PEP
$214B
| $252K | 0.14% |
1,797
+60
|
|
||
54
Coca-Cola
KO
$334B
| $252K | 0.14% |
3,801
|
|
||
55
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.94B
| $242K | 0.14% |
1,864
|
|
||
56
Oracle
ORCL
$445B
| $236K | 0.13% |
+838
|
|
||
57
McKesson
MCK
$116B
| $232K | 0.13% |
300
|
|
||
58
Verizon
VZ
$213B
| $230K | 0.13% |
5,242
-515
|
|
||
59
ConocoPhillips
COP
$150B
| $227K | 0.13% |
2,400
|
|
||
60
UnitedHealth
UNH
$261B
| $225K | 0.13% |
652
-11
|
|
||
61
iShares ESG Advanced MSCI EAFE ETF
DMXF
$659M
| $207K | 0.12% |
2,728
|
|
||
62
iShares 0-3 Month Treasury Bond ETF
SGOV
$78.2B
| $206K | 0.12% |
+2,043
|
|
||
63
IBM
IBM
$240B
| $206K | 0.12% |
729
|
|
||
64
Fidelity Enhanced Large Cap Value ETF
FELV
$2.76B
| $206K | 0.12% |
+6,133
|
|
||
65
iShares Global Clean Energy ETF
ICLN
$2.19B
| $159K | 0.09% |
10,269
|
|
||
66
Forian
FORA
$63.4M
| $118K | 0.07% |
52,657
|
|
||
|
67
Alto Ingredients
ALTO
$333M
| – | – |
-266,662
|
|