AI
Auour Investments Portfolio holdings
AUM
$291M
1-Year Return
9.03%
This Quarter Return
+5.83%
1 Year Return
+9.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$291M
AUM Growth
+$15M
(+5.4%)
Cap. Flow
+$246K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
62.89%
Holding
81
New
3
Increased
25
Reduced
36
Closed
–
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
WisdomTree Japan Hedged Equity Fund
DXJ
$3.78B
| $219K | 0.08% |
+1,919
| New | +$219K |
|
77
VanEck Short High Yield Muni ETF
SHYD
$347M
| $216K | 0.07% |
9,546
-1,069
| -10% | -$24.1K |
|
78
Automatic Data Processing
ADP
$120B
| $213K | 0.07% |
692
| – | – |
|
79
Alphabet (Google) Class A
GOOGL
$2.84T
| $211K | 0.07% |
+1,200
| New | +$211K |
|
80
iShares Global Infrastructure ETF
IGF
$7.99B
| $209K | 0.07% |
3,533
-219
| -6% | -$13K |
|
81
Tyra Biosciences
TYRA
$674M
| $201K | 0.07% |
21,020
| – | – |
|