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
$343M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$3.3M
3
+$1.38M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.14M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.14M

Top Sells

1
+$4.15M
2
+$1.22M
3
+$1.18M
4
RLY icon
SPDR SSGA Multi-Asset Real Return ETF
RLY
+$720K
5
IFF icon
International Flavors & Fragrances
IFF
+$491K

Sector Composition

1 Technology 22.96%
2 Consumer Discretionary 13.18%
3 Consumer Staples 8.72%
4 Healthcare 5.29%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.67%
4,574
-665
27
$2.3M 0.67%
70,670
-4,488
28
$2.24M 0.65%
11,194
-322
29
$2.23M 0.65%
18,229
+811
30
$2.05M 0.6%
21,059
+1,685
31
$2.04M 0.59%
22,285
+1,181
32
$2.03M 0.59%
12,827
+810
33
$1.85M 0.54%
23,713
-336
34
$1.8M 0.52%
13,652
+4
35
$1.76M 0.51%
34,959
+53
36
$1.75M 0.51%
3,597
+1,028
37
$1.67M 0.49%
21,284
+2
38
$1.62M 0.47%
13,937
+3,045
39
$1.53M 0.44%
30,404
+6,591
40
$1.51M 0.44%
7,269
+1
41
$1.46M 0.42%
18,667
+1,377
42
$1.46M 0.42%
24,371
-772
43
$1.42M 0.41%
27,552
+37
44
$1.38M 0.4%
10,986
+756
45
$1.36M 0.4%
3,414
46
$1.28M 0.37%
1,648
+191
47
$1.25M 0.36%
32,947
+5,591
48
$1.23M 0.36%
7,173
-336
49
$1.18M 0.34%
12,563
+624
50
$1.15M 0.33%
11,774
+2,067
1
2
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