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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
1
$37.5M 21.1%
61,217
-653
2
$36.7M 20.67%
144,456
-1,392
3
$30.9M 17.38%
515,335
-88
4
$16.6M 9.35%
70,392
-89
5
$7.29M 4.1%
24,822
-826
6
$5.2M 2.93%
7,767
+18
7
$3.72M 2.09%
52,086
-500
8
$3.42M 1.93%
6,808
-124
9
$2.56M 1.44%
97,525
-54
10
$2.36M 1.33%
38,011
11
$2.14M 1.21%
8,424
-1,381
12
$1.87M 1.05%
7,665
-364
13
$1.71M 0.96%
3,304
-49
14
$1.58M 0.89%
16,379
-1,330
15
$1.06M 0.6%
14,405
+70
16
$1.02M 0.57%
9,033
-205
17
$982K 0.55%
12,288
-492
18
$978K 0.55%
37,571
19
$948K 0.53%
21,024
+1,153
20
$903K 0.51%
7,708
21
$897K 0.51%
15,656
+2,008
22
$850K 0.48%
11,576
+44
23
$849K 0.48%
1,275
-34
24
$819K 0.46%
9,339
25
$755K 0.43%
3,262
1
2 3