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
$237M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$1.73M
3
+$1.33M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$524K
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$490K

Top Sells

1
+$1.44M
2
+$1.33M
3
+$546K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$546K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$332K

Sector Composition

1 Technology 0.97%
2 Healthcare 0.85%
3 Financials 0.46%
4 Consumer Staples 0.2%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.3%
33,575
+2,284
27
$2.92M 1.23%
121,229
+11,660
28
$2.24M 0.94%
21,889
+3,470
29
$1.98M 0.84%
51,886
+1,204
30
$1.98M 0.83%
72,418
+8,495
31
$1.81M 0.77%
6,597
-47
32
$1.74M 0.74%
18,698
-244
33
$1.57M 0.66%
8,672
-101
34
$1.54M 0.65%
58,411
+83
35
$1.42M 0.6%
67,562
+16,451
36
$1.39M 0.59%
3,200
+322
37
$1.38M 0.58%
5,804
38
$1.2M 0.51%
85,020
39
$1.11M 0.47%
14,753
+340
40
$1.09M 0.46%
20,382
+3,646
41
$872K 0.37%
10,500
42
$819K 0.35%
19,464
+6
43
$780K 0.33%
8,743
-823
44
$734K 0.31%
2,215
+10
45
$680K 0.29%
26,925
+1,527
46
$535K 0.23%
177,000
47
$510K 0.22%
4,957
-7
48
$495K 0.21%
20,081
+1,462
49
$483K 0.2%
3,373
50
$456K 0.19%
15,708
+575
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