AI

Auour Investments Portfolio holdings

AUM $291M
This Quarter Return
+2.9%
1 Year Return
+9.03%
3 Year Return
5 Year Return
10 Year Return
AUM
$236M
AUM Growth
Cap. Flow
+$236M
Cap. Flow %
100%
Top 10 Hldgs %
58.34%
Holding
72
New
72
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.04%
2 Healthcare 1.02%
3 Financials 0.42%
4 Consumer Staples 0.22%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SHYD icon
51
VanEck Short High Yield Muni ETF
SHYD
$345M
$453K 0.19%
+20,313
New +$453K
IGF icon
52
iShares Global Infrastructure ETF
IGF
$8.05B
$451K 0.19%
+9,608
New +$451K
SUB icon
53
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$443K 0.19%
+4,254
New +$443K
SPTL icon
54
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.4B
$441K 0.19%
+14,760
New +$441K
SRLN icon
55
SPDR Blackstone Senior Loan ETF
SRLN
$7B
$424K 0.18%
+10,118
New +$424K
VGLT icon
56
Vanguard Long-Term Treasury ETF
VGLT
$9.84B
$402K 0.17%
+6,335
New +$402K
MUB icon
57
iShares National Muni Bond ETF
MUB
$38.6B
$353K 0.15%
+3,304
New +$353K
FMB icon
58
First Trust Managed Municipal ETF
FMB
$1.86B
$352K 0.15%
+6,949
New +$352K
GLDM icon
59
SPDR Gold MiniShares Trust
GLDM
$17B
$312K 0.13%
+8,199
New +$312K
IWV icon
60
iShares Russell 3000 ETF
IWV
$16.6B
$307K 0.13%
+1,208
New +$307K
GOOG icon
61
Alphabet (Google) Class C
GOOG
$2.58T
$307K 0.13%
+2,540
New +$307K
SHM icon
62
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$291K 0.12%
+6,185
New +$291K
IJH icon
63
iShares Core S&P Mid-Cap ETF
IJH
$100B
$261K 0.11%
+999
New +$261K
HD icon
64
Home Depot
HD
$405B
$261K 0.11%
+839
New +$261K
CTAS icon
65
Cintas
CTAS
$84.6B
$251K 0.11%
+505
New +$251K
XOM icon
66
Exxon Mobil
XOM
$487B
$237K 0.1%
+2,206
New +$237K
FLRN icon
67
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
$228K 0.1%
+7,437
New +$228K
JNJ icon
68
Johnson & Johnson
JNJ
$427B
$212K 0.09%
+1,282
New +$212K
BRK.B icon
69
Berkshire Hathaway Class B
BRK.B
$1.09T
$206K 0.09%
+603
New +$206K
PSQ icon
70
ProShares Short QQQ
PSQ
$513M
$194K 0.08%
+18,309
New +$194K
MCRB icon
71
Seres Therapeutics
MCRB
$166M
$81.4K 0.03%
+17,000
New +$81.4K
SEGG
72
Lottery.com
SEGG
$197M
$7.85K ﹤0.01%
+39,694
New +$7.85K