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
$217M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.83M
3
+$2.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$981K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$905K

Top Sells

1
+$1.44M
2
+$466K
3
+$409K
4
ISRG icon
Intuitive Surgical
ISRG
+$332K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$311K

Sector Composition

1 Technology 16.72%
2 Consumer Discretionary 16.72%
3 Consumer Staples 7.97%
4 Healthcare 5.54%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.76%
21,302
-1,551
27
$1.62M 0.75%
15,799
-14,000
28
$1.5M 0.69%
17,362
+2,974
29
$1.49M 0.68%
23,889
+14,207
30
$1.3M 0.6%
4,873
+1,587
31
$1.24M 0.57%
13,183
+3,370
32
$1.03M 0.48%
9,895
+333
33
$1.03M 0.48%
12,622
+3,496
34
$1.03M 0.47%
8,129
+711
35
$1M 0.46%
11,515
+4,262
36
$981K 0.45%
+3,414
37
$946K 0.44%
15,487
+4,744
38
$940K 0.43%
3,416
+663
39
$863K 0.4%
+7,267
40
$840K 0.39%
32,586
-630
41
$825K 0.38%
+10,311
42
$789K 0.36%
18,001
+5,501
43
$721K 0.33%
7,500
+160
44
$715K 0.33%
8,597
+935
45
$695K 0.32%
4,837
+1,602
46
$672K 0.31%
3,168
+939
47
$672K 0.31%
59,712
+4
48
$641K 0.29%
7,933
+2,935
49
$607K 0.28%
+6,322
50
$604K 0.28%
6,270
+1,681
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