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
$254M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$696K
3
+$442K
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$282K
5
SHW icon
Sherwin-Williams
SHW
+$214K

Top Sells

1
+$208K
2
+$166K
3
+$142K
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$136K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$134K

Sector Composition

1 Technology 1%
2 Healthcare 0.83%
3 Financials 0.33%
4 Consumer Staples 0.2%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 1.3%
65,234
+885
27
$3.03M 1.2%
119,901
-1,328
28
$2.38M 0.94%
21,197
-692
29
$2.07M 0.81%
6,583
-14
30
$2.05M 0.81%
72,994
+576
31
$1.93M 0.76%
48,520
-3,366
32
$1.74M 0.69%
17,797
-901
33
$1.66M 0.65%
8,489
-183
34
$1.6M 0.63%
71,836
+4,274
35
$1.58M 0.62%
58,411
36
$1.55M 0.61%
3,206
+6
37
$1.53M 0.6%
5,719
-85
38
$1.14M 0.45%
85,020
39
$1.09M 0.43%
14,447
-306
40
$1.06M 0.42%
18,932
-1,450
41
$879K 0.35%
2,204
-11
42
$845K 0.33%
19,450
-14
43
$844K 0.33%
10,500
44
$771K 0.3%
8,161
-582
45
$723K 0.29%
26,486
-439
46
$671K 0.26%
177,000
47
$562K 0.22%
22,019
+1,938
48
$519K 0.2%
3,373
49
$504K 0.2%
5,903
-94
50
$488K 0.19%
12,141
-37
1
2
3