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
$237M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$1.73M
3
+$1.33M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$524K
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$490K

Top Sells

1
+$1.44M
2
+$1.33M
3
+$546K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$546K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$332K

Sector Composition

1 Technology 0.97%
2 Healthcare 0.85%
3 Financials 0.46%
4 Consumer Staples 0.2%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.7M 15.91%
739,340
-26,130
2
$32.6M 13.76%
356,170
+18,901
3
$23.9M 10.1%
772,527
+42,907
4
$9.15M 3.86%
209,420
+1,119
5
$6.44M 2.72%
205,997
+16,758
6
$5.55M 2.34%
134,198
+1,565
7
$5.31M 2.24%
135,514
+4,101
8
$5.16M 2.18%
108,076
-693
9
$5.1M 2.15%
186,575
+12,945
10
$5.06M 2.13%
78,595
-1,563
11
$5.01M 2.11%
124,719
+6,593
12
$4.8M 2.03%
96,430
-10,973
13
$4.78M 2.02%
163,422
+9,849
14
$4.75M 2%
47,551
-5,469
15
$4.71M 1.99%
+94,128
16
$4.33M 1.82%
28,800
-408
17
$4.24M 1.79%
69,789
+2,075
18
$4.23M 1.78%
56,161
+1,533
19
$4.02M 1.7%
56,798
-3,508
20
$4.01M 1.69%
70,503
-954
21
$3.99M 1.68%
40,221
+4,942
22
$3.22M 1.36%
64,349
-28,684
23
$3.12M 1.32%
7,827
-834
24
$3.09M 1.31%
29,970
+2,537
25
$3.09M 1.3%
17,993
+1,394
1
2 3