AA

Auxano Advisors Portfolio holdings

AUM $428M
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$309K
3
+$260K
4
PHYS icon
Sprott Physical Gold
PHYS
+$242K
5
LLY icon
Eli Lilly
LLY
+$210K

Top Sells

1
+$11.2M
2
+$3.19M
3
+$2.49M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$761K
5
MRK icon
Merck
MRK
+$312K

Sector Composition

1 Technology 18.44%
2 Consumer Discretionary 17.64%
3 Healthcare 5.31%
4 Financials 3.69%
5 Communication Services 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$672K 0.56%
5,151
+85
27
$595K 0.49%
8,079
+2,013
28
$439K 0.36%
1,700
29
$391K 0.32%
+1,659
30
$359K 0.3%
3,527
+6
31
$333K 0.28%
5,764
32
$309K 0.26%
+999
33
$307K 0.25%
6,868
+750
34
$298K 0.25%
8,775
35
$293K 0.24%
1,748
36
$267K 0.22%
3,780
+80
37
$260K 0.22%
+2,330
38
$234K 0.19%
1,086
39
$217K 0.18%
477
-110
40
$210K 0.17%
+1,279
41
$208K 0.17%
+2,329
42
$82K 0.07%
10,000
1
2