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
$236M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$31M
3
+$23.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.62M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.04%
2 Healthcare 1.02%
3 Financials 0.42%
4 Consumer Staples 0.22%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.9M 16.93%
+765,470
2
$31M 13.15%
+337,269
3
$23.7M 10.08%
+729,620
4
$9.62M 4.08%
+208,301
5
$6.08M 2.58%
+189,239
6
$5.73M 2.43%
+132,633
7
$5.41M 2.3%
+80,158
8
$5.35M 2.27%
+131,413
9
$5.34M 2.27%
+107,403
10
$5.32M 2.26%
+108,769
11
$5.29M 2.25%
+53,020
12
$4.91M 2.09%
+173,630
13
$4.75M 2.02%
+118,126
14
$4.66M 1.98%
+93,033
15
$4.61M 1.96%
+29,208
16
$4.52M 1.92%
+153,573
17
$4.32M 1.83%
+54,628
18
$4.27M 1.81%
+60,306
19
$4.19M 1.78%
+71,457
20
$4.13M 1.75%
+67,714
21
$3.53M 1.5%
+8,661
22
$3.51M 1.49%
+35,279
23
$3.11M 1.32%
+16,599
24
$3.02M 1.28%
+31,291
25
$3.01M 1.28%
+27,433
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