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
$120M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.91M
3
+$1.02M
4
AA icon
Alcoa
AA
+$255K
5
PINS icon
Pinterest
PINS
+$225K

Top Sells

1
+$4.48M
2
+$1.35M
3
+$233K
4
XOM icon
Exxon Mobil
XOM
+$223K
5
AMZN icon
Amazon
AMZN
+$209K

Sector Composition

1 Technology 10.13%
2 Healthcare 4.74%
3 Real Estate 3.42%
4 Financials 2.09%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.4M 26.95%
151,218
-6,298
2
$23M 19.16%
63,171
+5,230
3
$21.9M 18.19%
445,017
+4,119
4
$8.97M 7.46%
116,826
-580
5
$4.11M 3.42%
+23,867
6
$3.33M 2.77%
15,509
-559
7
$3M 2.5%
49,501
-629
8
$2.69M 2.24%
6,767
+370
9
$2.3M 1.92%
53,642
10
$2.17M 1.81%
8,494
+146
11
$1.8M 1.5%
14,056
+7,976
12
$1.3M 1.08%
23,232
-3,996
13
$1.11M 0.93%
4,719
+251
14
$1.04M 0.86%
8,488
+300
15
$886K 0.74%
4,800
+6
16
$753K 0.63%
7,280
+260
17
$734K 0.61%
1,852
-260
18
$615K 0.51%
2,777
+7
19
$596K 0.5%
3,626
+4
20
$564K 0.47%
8,805
-392
21
$417K 0.35%
3,480
-220
22
$411K 0.34%
6,550
+17
23
$387K 0.32%
7,540
24
$363K 0.3%
3,692
25
$345K 0.29%
11,025
-2,857
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