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
$269M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$780K
2
+$466K
3
+$257K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$219K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$210K

Top Sells

1
+$1.96M
2
+$1.44M
3
+$842K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$758K
5
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$696K

Sector Composition

1 Technology 1.03%
2 Healthcare 1%
3 Financials 0.47%
4 Communication Services 0.25%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.08%
10,405
-66
77
$207K 0.08%
6,016
-157
78
$12.3K ﹤0.01%
850
79
– –
-3,177
80
– –
-2,046
81
– –
-105,087
82
– –
-16,695
1 2 3
4