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
$276M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.42M
3
+$2.25M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$609K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$556K

Top Sells

1
+$4.48M
2
+$3.41M
3
+$2.18M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.84M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.24M

Sector Composition

1 Technology 1.03%
2 Financials 0.52%
3 Healthcare 0.46%
4 Consumer Staples 0.2%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$450K 0.16%
4,755
-2,737
52
$443K 0.16%
4,006
-105
53
$431K 0.16%
4,082
54
$428K 0.16%
2,020
55
$406K 0.15%
2,525
56
$380K 0.14%
1,208
57
$348K 0.13%
6,129
+1,008
58
$335K 0.12%
4,156
+284
59
$328K 0.12%
10,148
-12,554
60
$302K 0.11%
839
61
$298K 0.11%
5,982
-1,913
62
$297K 0.11%
5,215
+220
63
$278K 0.1%
521
64
$270K 0.1%
1,727
65
$270K 0.1%
300
66
$248K 0.09%
702
67
$246K 0.09%
7,163
+752
68
$236K 0.09%
10,615
-3,856
69
$229K 0.08%
2,596
-2,340
70
$229K 0.08%
3,330
71
$226K 0.08%
2,411
+69
72
$217K 0.08%
+1,785
73
$217K 0.08%
21,020
74
$215K 0.08%
1,256
75
$213K 0.08%
5,428
-124
1 2
3
4