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
$219M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$1.71M
3
+$1.37M
4
TSLA icon
Tesla
TSLA
+$1.01M
5
NVDA icon
NVIDIA
NVDA
+$938K

Top Sells

1
+$2.8M
2
+$1.1M
3
+$309K
4
AAPL icon
Apple
AAPL
+$309K
5
WFC icon
Wells Fargo
WFC
+$272K

Sector Composition

1 Consumer Discretionary 20.36%
2 Technology 14.2%
3 Consumer Staples 5.33%
4 Healthcare 4.44%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.52%
6,900
+82
27
$1.04M 0.48%
7,735
+116
28
$1.01M 0.46%
12,963
-947
29
$992K 0.45%
1,693
+11
30
$938K 0.43%
+46,880
31
$876K 0.4%
4,981
+419
32
$851K 0.39%
33,756
+22,521
33
$733K 0.34%
2,638
+57
34
$723K 0.33%
+2,358
35
$628K 0.29%
+2,020
36
$544K 0.25%
6,374
+245
37
$534K 0.24%
6,859
+114
38
$486K 0.22%
9,173
+985
39
$470K 0.21%
7,453
-335
40
$466K 0.21%
3,720
+100
41
$435K 0.2%
1,012
-28
42
$419K 0.19%
1,718
+25
43
$391K 0.18%
4,171
+979
44
$372K 0.17%
1,071
+273
45
$340K 0.16%
1,500
46
$332K 0.15%
5,815
+51
47
$311K 0.14%
1,129
+4
48
$309K 0.14%
9,154
+379
49
$305K 0.14%
1,622
+81
50
$304K 0.14%
878
+22
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