AI

Auour Investments Portfolio holdings

AUM $314M
1-Year Est. Return 12.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.8M
3
+$270K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$253K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$219K

Top Sells

1
+$929K
2
+$607K
3
+$589K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$484K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$378K

Sector Composition

1 Technology 1.03%
2 Financials 0.59%
3 Healthcare 0.46%
4 Communication Services 0.23%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 0.94%
12,700
-887
27
$2.67M 0.92%
6,299
-89
28
$2.51M 0.86%
19,020
-1,294
29
$2.28M 0.78%
16,434
-2,728
30
$2.11M 0.73%
3,418
-19
31
$2.03M 0.7%
71,127
-2,620
32
$1.94M 0.67%
40,164
+285
33
$1.91M 0.66%
50,861
+213
34
$1.86M 0.64%
5,479
-7
35
$1.74M 0.6%
17,545
-2,859
36
$1.7M 0.58%
72,364
+1,737
37
$1.7M 0.58%
8,268
38
$1.58M 0.54%
11,855
+122
39
$1.12M 0.39%
14,839
+66
40
$1.09M 0.38%
2,193
41
$956K 0.33%
10,500
42
$953K 0.33%
35,839
+70
43
$911K 0.31%
13,897
+76
44
$896K 0.31%
18,335
+164
45
$725K 0.25%
12,759
+567
46
$661K 0.23%
25,383
+122
47
$637K 0.22%
177,000
48
$605K 0.21%
19,628
-850
49
$548K 0.19%
23,044
+1,145
50
$537K 0.18%
3,373
1
2
3 4