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
$280M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$2.93M
3
+$2.42M
4
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$1.65M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$806K

Top Sells

1
+$4.83M
2
+$2.97M
3
+$1.36M
4
TYRA icon
Tyra Biosciences
TYRA
+$1.08M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$881K

Sector Composition

1 Healthcare 1.59%
2 Technology 1.04%
3 Financials 0.48%
4 Communication Services 0.23%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1.17%
6,119
-723
27
$2.93M 1.05%
+250,000
28
$2.66M 0.95%
104,416
+17,587
29
$2.47M 0.88%
6,381
-85
30
$2.21M 0.79%
77,248
-2,084
31
$2.15M 0.77%
53,545
+930
32
$2M 0.71%
20,298
+379
33
$1.97M 0.7%
15,303
-3,906
34
$1.96M 0.7%
8,381
-105
35
$1.92M 0.69%
3,298
+18
36
$1.81M 0.65%
53,492
-4,979
37
$1.74M 0.62%
5,452
-165
38
$1.7M 0.61%
76,615
-2,425
39
$1.65M 0.59%
+33,316
40
$1.13M 0.4%
14,975
+377
41
$1.1M 0.39%
10,500
42
$1.08M 0.39%
18,310
-1,847
43
$945K 0.34%
2,187
-15
44
$829K 0.3%
17,699
-1,747
45
$764K 0.27%
13,903
-1,933
46
$714K 0.26%
7,384
-1,336
47
$641K 0.23%
22,135
-8,474
48
$622K 0.22%
24,171
+594
49
$600K 0.21%
177,000
50
$564K 0.2%
3,373
1
2
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