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AA

Aufman Associates Portfolio holdings

AUM $204M
1-Year Est. Return 39.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$205K
3
+$200K
4
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$112K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$50.1K

Top Sells

1
+$385K
2
+$345K
3
+$312K
4
ALTO icon
Alto Ingredients
ALTO
+$307K
5
VOT icon
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
$267K 0.15%
4,091
52
$265K 0.15%
1,500
53
$252K 0.14%
1,797
+60
54
$252K 0.14%
3,801
55
$242K 0.14%
1,864
56
$236K 0.13%
+838
57
$232K 0.13%
300
58
$230K 0.13%
5,242
-515
59
$227K 0.13%
2,400
60
$225K 0.13%
652
-11
61
$207K 0.12%
2,728
62
$206K 0.12%
+2,043
63
$206K 0.12%
729
64
$206K 0.12%
+6,133
65
$159K 0.09%
10,269
66
$118K 0.07%
52,657
67
– –
-266,662
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