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
$236M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$31M
3
+$23.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.62M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.08M

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 Change
in Stake 		Capital Flow
51
$453K 0.19%
+20,313
52
$451K 0.19%
+9,608
53
$443K 0.19%
+4,254
54
$441K 0.19%
+14,760
55
$424K 0.18%
+10,118
56
$402K 0.17%
+6,335
57
$353K 0.15%
+3,304
58
$352K 0.15%
+6,949
59
$312K 0.13%
+8,199
60
$307K 0.13%
+1,208
61
$307K 0.13%
+2,540
62
$291K 0.12%
+6,185
63
$261K 0.11%
+4,995
64
$261K 0.11%
+839
65
$251K 0.11%
+2,020
66
$237K 0.1%
+2,206
67
$228K 0.1%
+7,437
68
$212K 0.09%
+1,282
69
$206K 0.09%
+603
70
$194K 0.08%
+3,662
71
$81.4K 0.03%
+850
72
$7.85K ﹤0.01%
+198
1 2
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