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
$271M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.94M
3
+$1.44M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.03M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$966K

Top Sells

1
+$5.34M
2
+$4.05M
3
+$304K
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$282K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$195K

Sector Composition

1 Healthcare 1.5%
2 Technology 0.88%
3 Financials 0.44%
4 Consumer Staples 0.2%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 1.16%
124,473
+4,572
27
$2.67M 0.98%
22,033
+836
28
$2.45M 0.9%
86,226
+13,232
29
$2.19M 0.81%
6,505
-78
30
$2.02M 0.75%
50,440
+1,920
31
$1.94M 0.72%
+76,701
32
$1.88M 0.69%
19,211
+1,414
33
$1.73M 0.64%
58,645
+234
34
$1.71M 0.63%
3,266
+60
35
$1.69M 0.62%
76,112
+4,276
36
$1.65M 0.61%
5,731
+12
37
$1.46M 0.54%
8,486
-3
38
$1.44M 0.53%
+105,087
39
$1.39M 0.51%
85,020
40
$1.17M 0.43%
20,158
+1,226
41
$1.1M 0.41%
14,599
+152
42
$971K 0.36%
10,500
43
$926K 0.34%
2,202
-2
44
$923K 0.34%
19,446
-4
45
$873K 0.32%
31,117
+4,631
46
$842K 0.31%
16,695
-80,327
47
$842K 0.31%
8,841
+680
48
$715K 0.26%
177,000
49
$591K 0.22%
23,081
+1,062
50
$581K 0.21%
6,720
+817
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2
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