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
$254M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$696K
3
+$442K
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$282K
5
SHW icon
Sherwin-Williams
SHW
+$214K

Top Sells

1
+$208K
2
+$166K
3
+$142K
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$136K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$134K

Sector Composition

1 Technology 1%
2 Healthcare 0.83%
3 Financials 0.33%
4 Consumer Staples 0.2%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$487K 0.19%
15,426
-282
52
$468K 0.18%
4,386
-571
53
$455K 0.18%
10,102
-144
54
$443K 0.17%
15,974
-224
55
$430K 0.17%
10,230
-210
56
$394K 0.16%
4,023
57
$383K 0.15%
6,511
-172
58
$378K 0.15%
2,545
+5
59
$358K 0.14%
6,995
-1,796
60
$336K 0.13%
1,208
61
$305K 0.12%
2,020
62
$300K 0.12%
2,858
-846
63
$294K 0.12%
839
64
$282K 0.11%
+3,692
65
$275K 0.11%
4,995
66
$271K 0.11%
1,695
67
$258K 0.1%
2,398
-485
68
$250K 0.1%
11,408
-6,187
69
$249K 0.1%
5,241
-1,153
70
$214K 0.08%
+702
71
$204K 0.08%
+1,256
72
$202K 0.08%
+3,330
73
$20.6K 0.01%
850
74
– –
-2,255
75
– –
-603
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