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
$271M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$5.34M
2 +$4.05M
3 +$304K
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$282K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$195K

Sector Composition

1 Healthcare 1.5%
2 Technology 0.88%
3 Financials 0.44%
4 Consumer Staples 0.2%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$214K 0.08%
+10,471
77
$203K 0.08%
+6,173
78
$203K 0.07%
+3,177
79
$89.6K 0.03%
+2,046
80
$13.2K ﹤0.01%
850
81
-3,692