AI

Auour Investments Portfolio holdings

AUM $314M
1-Year Est. Return 12.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.8M
3
+$270K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$253K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$219K

Top Sells

1
+$929K
2
+$607K
3
+$589K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$484K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$378K

Sector Composition

1 Technology 1.03%
2 Financials 0.59%
3 Healthcare 0.46%
4 Communication Services 0.23%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$450K 0.15%
2,020
52
$448K 0.15%
2,525
53
$441K 0.15%
4,012
+6
54
$434K 0.15%
4,023
-59
55
$425K 0.15%
4,373
-382
56
$424K 0.15%
1,208
57
$370K 0.13%
8,730
+418
58
$328K 0.11%
9,496
-652
59
$308K 0.11%
839
60
$288K 0.1%
5,123
-1,006
61
$281K 0.1%
4,525
-690
62
$270K 0.09%
+1,920
63
$268K 0.09%
5,372
-610
64
$267K 0.09%
7,614
+451
65
$267K 0.09%
3,330
66
$259K 0.09%
1,695
-32
67
$253K 0.09%
521
68
$248K 0.09%
854
69
$244K 0.08%
1,725
-60
70
$242K 0.08%
1,256
71
$241K 0.08%
702
72
$240K 0.08%
2,551
+140
73
$234K 0.08%
300
74
$223K 0.08%
6,622
+1,194
75
$219K 0.08%
2,463
-133
1 2
3
4