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
$280M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$2.93M
3
+$2.42M
4
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$1.65M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$806K

Top Sells

1
+$4.83M
2
+$2.97M
3
+$1.36M
4
TYRA icon
Tyra Biosciences
TYRA
+$1.08M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$881K

Sector Composition

1 Healthcare 1.59%
2 Technology 1.04%
3 Financials 0.48%
4 Communication Services 0.23%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.07%
1,983
-1,219
77
$204K 0.07%
1,200
78
$203K 0.07%
5,998
-18
79
$13.1K ﹤0.01%
850
80
– –
-2,340
81
– –
-5,181
82
– –
-200
1 2 3
4