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
$245M
AUM Growth
-$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.16M
3
+$452K
4
AXP icon
American Express
AXP
+$301K
5
JPM icon
JPMorgan Chase
JPM
+$298K

Top Sells

1
+$2.5M
2
+$2.46M
3
+$2.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.91M
5
AAPL icon
Apple
AAPL
+$1.72M

Sector Composition

1 Technology 20.46%
2 Consumer Discretionary 14.63%
3 Consumer Staples 8.67%
4 Healthcare 4.71%
5 Financials 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.76%
20,325
-1,333
27
$1.79M 0.73%
5,100
-104
28
$1.76M 0.72%
12,144
+2,057
29
$1.74M 0.71%
34,603
-506
30
$1.47M 0.6%
21,282
-20
31
$1.45M 0.59%
14,097
-3,496
32
$1.39M 0.57%
17,205
+3,396
33
$1.34M 0.55%
28,141
-23,388
34
$1.29M 0.53%
11,008
+656
35
$1.24M 0.51%
17,242
+3,329
36
$1.22M 0.5%
24,620
+4,133
37
$1.19M 0.49%
7,267
38
$1.18M 0.48%
21,921
+8,399
39
$1.14M 0.47%
3,414
40
$1.08M 0.44%
10,232
-2,591
41
$1.02M 0.42%
23,400
+2,420
42
$1.01M 0.41%
5,978
+675
43
$954K 0.39%
12,171
+2,865
44
$926K 0.38%
9,689
+1,334
45
$908K 0.37%
25,550
-10,148
46
$866K 0.35%
2,820
+143
47
$821K 0.34%
1,529
-24
48
$820K 0.34%
5,620
-2,665
49
$740K 0.3%
13,822
+297
50
$733K 0.3%
5,560
-1,760
1
2
3 4 5