AI

Auour Investments Portfolio holdings

AUM $314M
1-Year Est. Return 12.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.78M
3
+$242K
4
MS icon
Morgan Stanley
MS
+$236K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$210K

Top Sells

1
+$879K
2
+$581K
3
+$571K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$448K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$345K

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 Change
in Stake 		Capital Flow
76
$219K 0.08%
+1,919
77
$216K 0.07%
9,546
-1,069
78
$213K 0.07%
692
79
$211K 0.07%
+1,200
80
$209K 0.07%
3,533
-219
81
$201K 0.07%
21,020
1 2 3
4