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
$151M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$682K
3
+$481K
4
MSFT icon
Microsoft
MSFT
+$364K
5
TSLA icon
Tesla
TSLA
+$332K

Top Sells

1
+$1.49M
2
+$719K
3
+$89K
4
CNC icon
Centene
CNC
+$75.3K
5
AAPL icon
Apple
AAPL
+$65.1K

Sector Composition

1 Consumer Discretionary 21.12%
2 Technology 16.23%
3 Consumer Staples 6.53%
4 Healthcare 4.74%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$957K 0.63%
6,546
+794
27
$841K 0.56%
1,682
+29
28
$828K 0.55%
4,571
+743
29
$682K 0.45%
+25,935
30
$536K 0.35%
1,704
+1
31
$506K 0.33%
2,183
+502
32
$384K 0.25%
1,671
+12
33
$379K 0.25%
1,009
+10
34
$364K 0.24%
5,091
+1,080
35
$355K 0.23%
5,494
+1,517
36
$349K 0.23%
1,500
+114
37
$337K 0.22%
5,764
38
$323K 0.21%
+7,228
39
$318K 0.21%
8,775
40
$318K 0.21%
1,013
+134
41
$317K 0.21%
3,620
+80
42
$309K 0.2%
3,032
-497
43
$294K 0.19%
1,650
-16
44
$283K 0.19%
6,868
45
$241K 0.16%
+2,057
46
$235K 0.16%
+2,500
47
$234K 0.15%
857
-180
48
$216K 0.14%
+1,279
49
$209K 0.14%
+386
50
$209K 0.14%
+3,555
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