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
$237M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$1.73M
3
+$1.33M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$524K
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$490K

Top Sells

1
+$1.44M
2
+$1.33M
3
+$546K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$546K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$332K

Sector Composition

1 Technology 0.97%
2 Healthcare 0.85%
3 Financials 0.46%
4 Consumer Staples 0.2%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$454K 0.19%
5,997
+226
52
$451K 0.19%
12,178
+3,979
53
$436K 0.18%
10,246
+638
54
$434K 0.18%
10,440
+322
55
$430K 0.18%
8,791
+1,842
56
$428K 0.18%
4,023
+1,817
57
$412K 0.17%
16,198
+1,438
58
$383K 0.16%
17,595
-2,718
59
$382K 0.16%
3,704
-550
60
$361K 0.15%
6,683
+348
61
$356K 0.15%
2,540
62
$299K 0.13%
1,208
63
$296K 0.13%
6,394
+209
64
$295K 0.12%
2,883
-421
65
$265K 0.11%
1,695
+413
66
$260K 0.11%
2,020
67
$246K 0.1%
839
68
$245K 0.1%
4,995
69
$208K 0.09%
603
70
$119K 0.05%
2,255
-1,407
71
$25.1K 0.01%
850
72
– –
-198
73
– –
-7,437
1 2
3