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
$280M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$2.93M
3
+$2.42M
4
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$1.65M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$806K

Top Sells

1
+$4.83M
2
+$2.97M
3
+$1.36M
4
TYRA icon
Tyra Biosciences
TYRA
+$1.08M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$881K

Sector Composition

1 Healthcare 1.59%
2 Technology 1.04%
3 Financials 0.48%
4 Communication Services 0.23%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$517K 0.18%
18,891
+2,563
52
$479K 0.17%
4,082
+59
53
$478K 0.17%
14,517
-2,356
54
$465K 0.17%
11,089
-761
55
$463K 0.17%
4,852
-1,875
56
$461K 0.16%
4,261
-54
57
$452K 0.16%
8,396
-3,500
58
$435K 0.16%
2,540
59
$423K 0.15%
+17,770
60
$422K 0.15%
2,020
61
$415K 0.15%
7,163
+201
62
$400K 0.14%
1,208
63
$355K 0.13%
21,020
-64,000
64
$331K 0.12%
839
65
$314K 0.11%
4,995
66
$314K 0.11%
6,133
-1,058
67
$276K 0.1%
1,727
+32
68
$271K 0.1%
300
69
$260K 0.09%
11,479
-3,230
70
$254K 0.09%
702
71
$246K 0.09%
3,330
72
$237K 0.08%
521
73
$233K 0.08%
1,256
74
$233K 0.08%
+7,564
75
$228K 0.08%
11,011
+606
1 2
3
4