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
-$55.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$47K
2
+$8.89K

Sector Composition

1 Technology 20.26%
2 Consumer Discretionary 13.27%
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
27
$1.99M 0.8%
5,173
28
$1.87M 0.75%
17,593
29
$1.77M 0.71%
35,109
30
$1.61M 0.64%
5,204
31
$1.4M 0.56%
10,311
32
$1.38M 0.55%
13,809
33
$1.36M 0.55%
13,913
34
$1.35M 0.54%
21,302
35
$1.31M 0.53%
10,087
36
$1.23M 0.49%
8,285
37
$1.19M 0.48%
12,823
38
$1.17M 0.47%
35,698
39
$1.14M 0.45%
3,414
40
$1.14M 0.45%
10,352
41
$1.1M 0.44%
7,267
42
$1.06M 0.43%
20,487
43
$1.02M 0.41%
8,355
44
$865K 0.35%
5,303
45
$765K 0.31%
2,677
46
$761K 0.3%
7,320
47
$750K 0.3%
9,306
48
$747K 0.3%
13,525
49
$712K 0.28%
3,119
50
$707K 0.28%
13,522
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2
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