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
$276M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.42M
3
+$2.25M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$609K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$556K

Top Sells

1
+$4.48M
2
+$3.41M
3
+$2.18M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.84M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.24M

Sector Composition

1 Technology 1.03%
2 Financials 0.52%
3 Healthcare 0.46%
4 Consumer Staples 0.2%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.08%
3,752
-4,714
77
$209K 0.08%
854
78
$208K 0.08%
692
79
– –
-55,024
80
– –
-2,529
81
– –
-10,835
82
– –
-5,110
83
– –
-1,200
84
– –
-2,378
85
– –
-11,369
86
– –
-14,651
1 2 3
4