AI

Auour Investments Portfolio holdings

AUM $307M
1-Year Est. Return 8.57%
This Quarter Est. Return
1 Year Est. Return
+8.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$31M
3
+$23.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.62M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.04%
2 Healthcare 1.02%
3 Financials 0.42%
4 Consumer Staples 0.22%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1.18%
+109,569
27
$2.06M 0.87%
+50,682
28
$1.95M 0.83%
+18,419
29
$1.86M 0.79%
+18,942
30
$1.83M 0.78%
+6,644
31
$1.77M 0.75%
+63,923
32
$1.7M 0.72%
+8,773
33
$1.57M 0.67%
+58,328
34
$1.45M 0.61%
+85,020
35
$1.41M 0.6%
+5,804
36
$1.28M 0.54%
+2,878
37
$1.15M 0.49%
+51,111
38
$1.08M 0.46%
+14,413
39
$926K 0.39%
+16,736
40
$880K 0.37%
+9,566
41
$786K 0.33%
+10,500
42
$763K 0.32%
+19,458
43
$751K 0.32%
+2,205
44
$669K 0.28%
+25,398
45
$662K 0.28%
+177,000
46
$534K 0.23%
+4,964
47
$512K 0.22%
+3,373
48
$482K 0.2%
+5,771
49
$481K 0.2%
+18,619
50
$468K 0.2%
+15,133
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