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
$250M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$5.12M
2 +$2.6M
3 +$1.74M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$747K
5
ADBE icon
Adobe
ADBE
+$679K

Top Sells

1 +$2.57M
2 +$1.95M
3 +$886K
4
AMZN icon
Amazon
AMZN
+$474K
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$301K

Sector Composition

1 Technology 20.25%
2 Consumer Discretionary 13.26%
3 Consumer Staples 8.02%
4 Healthcare 5.8%
5 Financials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.26M 0.9%
21,658
+428
27
$1.99M 0.8%
5,173
+1,762
28
$1.87M 0.75%
17,593
+231
29
$1.77M 0.71%
35,109
-17,600
30
$1.61M 0.64%
5,204
+292
31
$1.4M 0.56%
10,311
32
$1.38M 0.55%
13,809
+669
33
$1.36M 0.54%
13,913
+1,115
34
$1.35M 0.54%
21,302
35
$1.31M 0.53%
10,087
+190
36
$1.23M 0.49%
8,285
+156
37
$1.19M 0.48%
12,823
-2,893
38
$1.17M 0.47%
35,698
-511
39
$1.14M 0.45%
3,414
40
$1.14M 0.45%
10,352
-763
41
$1.1M 0.44%
7,267
42
$1.06M 0.43%
20,487
+2,207
43
$1.02M 0.41%
8,355
-310
44
$865K 0.35%
5,303
+196
45
$765K 0.31%
2,677
+299
46
$761K 0.3%
7,320
+20
47
$750K 0.3%
9,306
+1,251
48
$747K 0.3%
+13,525
49
$712K 0.28%
3,119
+222
50
$707K 0.28%
13,522
+624