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
$88.1M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$661K
2
+$596K
3
+$501K
4
VB icon
Vanguard Small-Cap ETF
VB
+$319K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$263K

Top Sells

1
+$286K
2
+$279K
3
+$272K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$272K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$113K

Sector Composition

1 Technology 9.57%
2 Healthcare 4.94%
3 Materials 3.66%
4 Financials 2.86%
5 Energy 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.6M 26.77%
161,884
+2,190
2
$17.1M 19.37%
440,114
+5,474
3
$15.9M 17.99%
55,929
+2,332
4
$5.7M 6.46%
117,676
-114
5
$3.23M 3.66%
68,737
6
$2.71M 3.08%
16,419
-65
7
$2.4M 2.72%
50,295
+1,353
8
$2.03M 2.31%
6,565
-42
9
$1.75M 1.99%
53,642
10
$1.55M 1.76%
8,693
+1,475
11
$1.29M 1.46%
28,826
-150
12
$1.15M 1.3%
11,703
+6,080
13
$1.01M 1.15%
4,978
-74
14
$925K 1.05%
10,140
-136
15
$675K 0.77%
2,190
16
$616K 0.7%
5,523
+100
17
$591K 0.67%
9,870
+10
18
$510K 0.58%
3,623
+4
19
$501K 0.57%
+4,764
20
$466K 0.53%
19,660
-3,515
21
$449K 0.51%
2,737
-689
22
$429K 0.49%
6,060
23
$358K 0.41%
3,918
24
$337K 0.38%
6,116
+22
25
$316K 0.36%
6,427
-5,670
1
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