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
$223M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$1.62M
3 +$875K
4
BDX icon
Becton Dickinson
BDX
+$205K
5
CTSH icon
Cognizant
CTSH
+$203K

Top Sells

1 +$889K
2 +$430K
3 +$408K
4
NVDA icon
NVIDIA
NVDA
+$321K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$255K

Sector Composition

1 Consumer Discretionary 19.59%
2 Technology 15.08%
3 Consumer Staples 5.37%
4 Healthcare 4.21%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$997K 0.45%
7,135
-600
27
$975K 0.44%
1,693
28
$974K 0.44%
12,973
+10
29
$893K 0.4%
5,281
+300
30
$838K 0.38%
33,858
+102
31
$720K 0.32%
2,638
32
$650K 0.29%
31,380
-15,500
33
$598K 0.27%
6,859
34
$549K 0.25%
6,392
+18
35
$533K 0.24%
1,608
-750
36
$506K 0.23%
9,295
+122
37
$496K 0.22%
3,720
38
$447K 0.2%
10,060
-20,000
39
$439K 0.2%
7,459
+6
40
$438K 0.2%
1,520
-500
41
$432K 0.19%
1,003
-9
42
$374K 0.17%
4,296
+125
43
$367K 0.16%
1,081
+10
44
$365K 0.16%
1,718
45
$334K 0.15%
6,154
+1,264
46
$328K 0.15%
5,764
-51
47
$318K 0.14%
1,622
48
$306K 0.14%
9,154
49
$305K 0.14%
851
50
$300K 0.13%
2,394