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
$269M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$780K
2
+$466K
3
+$257K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$219K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$210K

Top Sells

1
+$1.96M
2
+$1.44M
3
+$842K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$758K
5
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$696K

Sector Composition

1 Technology 1.03%
2 Healthcare 1%
3 Financials 0.47%
4 Communication Services 0.25%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$556K 0.21%
3,373
52
$532K 0.2%
16,873
+274
53
$495K 0.18%
11,850
-132
54
$466K 0.17%
2,540
55
$463K 0.17%
4,023
56
$461K 0.17%
4,315
-70
57
$444K 0.17%
16,328
-230
58
$402K 0.15%
6,962
-49
59
$373K 0.14%
1,208
60
$367K 0.14%
7,191
+256
61
$354K 0.13%
2,020
62
$335K 0.12%
3,202
+103
63
$329K 0.12%
14,709
+445
64
$292K 0.11%
4,995
65
$289K 0.11%
839
66
$272K 0.1%
300
67
$249K 0.09%
2,340
+98
68
$248K 0.09%
1,695
69
$244K 0.09%
5,181
+181
70
$233K 0.09%
3,330
71
$219K 0.08%
+1,200
72
$212K 0.08%
1,256
73
$212K 0.08%
521
74
$210K 0.08%
+200
75
$209K 0.08%
702
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