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
$235M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.09M
3
+$1.39M
4
MSFT icon
Microsoft
MSFT
+$782K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$780K

Top Sells

1
+$1.03M
2
+$878K
3
+$601K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$569K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$565K

Sector Composition

1 Consumer Discretionary 20.47%
2 Technology 17.44%
3 Consumer Staples 8.51%
4 Healthcare 4.9%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.55%
9,391
-1,948
27
$1.17M 0.5%
14,221
+572
28
$1.14M 0.49%
7,478
-97
29
$1.1M 0.47%
2,421
+728
30
$911K 0.39%
6,520
+2,460
31
$895K 0.38%
34,050
+87
32
$840K 0.36%
2,380
-550
33
$802K 0.34%
5,848
+314
34
$780K 0.33%
+23,413
35
$749K 0.32%
27,450
+3,220
36
$714K 0.3%
7,206
+392
37
$686K 0.29%
8,301
+538
38
$650K 0.28%
12,563
39
$649K 0.28%
7,853
+388
40
$602K 0.26%
4,837
-2,148
41
$599K 0.26%
2,477
+66
42
$583K 0.25%
+5,575
43
$568K 0.24%
10,195
-1,002
44
$567K 0.24%
4,218
+1,217
45
$532K 0.23%
4,935
+446
46
$485K 0.21%
1,608
47
$457K 0.19%
2,808
+411
48
$455K 0.19%
1,003
49
$415K 0.18%
1,724
+53
50
$402K 0.17%
10,060
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