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
$271M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.94M
3
+$1.44M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.03M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$966K

Top Sells

1
+$5.34M
2
+$4.05M
3
+$304K
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$282K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$195K

Sector Composition

1 Healthcare 1.5%
2 Technology 0.88%
3 Financials 0.44%
4 Consumer Staples 0.2%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$574K 0.21%
12,054
+1,952
52
$547K 0.2%
3,373
53
$544K 0.2%
12,358
+217
54
$535K 0.2%
16,599
+1,173
55
$505K 0.19%
11,982
+1,752
56
$471K 0.17%
4,385
-1
57
$468K 0.17%
4,023
58
$463K 0.17%
16,558
+584
59
$415K 0.15%
7,011
+500
60
$387K 0.14%
2,540
-5
61
$362K 0.13%
1,208
62
$356K 0.13%
6,935
-60
63
$347K 0.13%
2,020
64
$325K 0.12%
3,099
+241
65
$322K 0.12%
839
66
$320K 0.12%
14,264
+2,856
67
$303K 0.11%
4,995
68
$268K 0.1%
1,695
69
$244K 0.09%
702
70
$241K 0.09%
2,242
-156
71
$237K 0.09%
5,000
-241
72
$233K 0.09%
+300
73
$220K 0.08%
1,256
74
$219K 0.08%
+521
75
$214K 0.08%
3,330
1 2
3
4