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
$286M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.43M
3
+$1.19M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$637K
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$381K

Top Sells

1
+$2.93M
2
+$1.99M
3
+$1.14M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$169K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$163K

Sector Composition

1 Technology 1.05%
2 Financials 0.51%
3 Healthcare 0.47%
4 Communication Services 0.27%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 1.27%
6,585
+466
27
$3.57M 1.25%
142,113
+6,156
28
$2.61M 0.91%
6,378
-3
29
$2.19M 0.77%
76,609
-639
30
$2.18M 0.76%
55,024
+1,479
31
$2.09M 0.73%
15,766
+463
32
$2.03M 0.71%
40,987
+7,671
33
$2.02M 0.7%
20,693
+395
34
$1.99M 0.7%
3,306
+8
35
$1.98M 0.69%
53,936
+444
36
$1.88M 0.66%
7,961
-420
37
$1.81M 0.63%
5,452
38
$1.58M 0.55%
73,658
-2,957
39
$1.14M 0.4%
15,165
+190
40
$977K 0.34%
10,500
41
$926K 0.32%
17,948
+249
42
$917K 0.32%
15,543
-2,767
43
$910K 0.32%
2,193
+6
44
$829K 0.29%
14,944
+1,041
45
$725K 0.25%
7,492
+108
46
$662K 0.23%
25,827
+1,656
47
$654K 0.23%
24,838
+5,947
48
$644K 0.23%
22,702
+567
49
$560K 0.2%
3,373
50
$542K 0.19%
177,000
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