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
$276M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.42M
3
+$2.25M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$609K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$556K

Top Sells

1
+$4.48M
2
+$3.41M
3
+$2.18M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.84M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.24M

Sector Composition

1 Technology 1.03%
2 Financials 0.52%
3 Healthcare 0.46%
4 Consumer Staples 0.2%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.9%
20,314
-10,092
27
$2.34M 0.85%
6,388
+10
28
$2.32M 0.84%
19,162
-15,159
29
$2.25M 0.82%
+89,981
30
$2.06M 0.75%
73,747
-2,862
31
$2.02M 0.73%
20,404
-289
32
$1.92M 0.69%
39,879
-1,108
33
$1.91M 0.69%
3,437
+131
34
$1.83M 0.66%
50,648
-3,288
35
$1.76M 0.64%
8,268
+307
36
$1.67M 0.61%
5,486
+34
37
$1.63M 0.59%
70,627
-3,031
38
$1.46M 0.53%
11,733
-4,033
39
$1.11M 0.4%
14,773
-392
40
$962K 0.35%
35,769
+10,931
41
$952K 0.35%
10,500
42
$902K 0.33%
13,821
-1,123
43
$877K 0.32%
18,171
+223
44
$867K 0.31%
2,193
45
$678K 0.25%
12,192
-3,351
46
$662K 0.24%
25,261
-566
47
$630K 0.23%
20,478
+11,298
48
$548K 0.2%
3,373
49
$522K 0.19%
177,000
50
$509K 0.18%
21,899
+1,224
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