AI
Auour Investments Portfolio holdings
AUM $276M
AUM
$276M
AUM Growth
-$10M (-4%)
Cap. Flow
+$218K
Cap. Flow % of AUM
0.08%
Top 10 Holdings %Top 10 Hldgs %
62.19%
Holding
86
New
2
Increased
20
Reduced
38
Closed
8
Top Buys
| 1 | $11.7M | |
| 2 | $2.42M | |
| 3 | $2.25M | |
| 4 | $609K | |
| 5 | $556K |
Top Sells
| 1 | $4.48M | |
| 2 | $3.41M | |
| 3 | $1.84M | |
| 4 | $1.24M | |
| 5 | $1.04M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $450K | 0.16% | 4,755 -2,737 | -37% | -$259K | |||
| $443K | 0.16% | 4,006 -105 | -3% | -$11.6K | |||
| $431K | 0.16% | 4,082 | – | – | |||
| $428K | 0.15% | 2,020 | – | – | |||
| $406K | 0.15% | 2,525 | – | – | |||
| $380K | 0.14% | 1,208 | – | – | |||
| $348K | 0.13% | 6,129 +1,008 | +20% | +$57.3K | |||
| $335K | 0.12% | 4,156 +284 | +7% | +$22.9K | |||
| $328K | 0.12% | 10,148 -12,554 | -55% | -$405K | |||
| $302K | 0.11% | 839 | – | – | |||
| $298K | 0.11% | 5,982 -1,913 | -24% | -$95.5K | |||
| $297K | 0.11% | 5,215 +220 | +4% | +$12.5K | |||
| $278K | 0.1% | 521 | – | – | |||
| $270K | 0.1% | 1,727 | – | – | |||
| $270K | 0.1% | 300 | – | – | |||
| $248K | 0.09% | 702 | – | – | |||
| $246K | 0.09% | 7,163 +752 | +12% | +$25.9K | |||
| $236K | 0.09% | 10,615 -3,856 | -27% | -$85.7K | |||
| $229K | 0.08% | 2,596 -2,340 | -47% | -$207K | |||
| $229K | 0.08% | 3,330 | – | – | |||
| $226K | 0.08% | 2,411 +69 | +3% | +$6.47K | |||
| $217K | 0.08% | 1,785 | New | +$217K | |||
| $217K | 0.08% | 21,020 | – | – | |||
| $215K | 0.08% | 1,256 | – | – | |||
| $213K | 0.08% | 5,428 -124 | -2% | -$4.87K |
