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
$362M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.47M
3
+$5.47M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
WM icon
Waste Management
WM
+$627K

Top Sells

1
+$4.81M
2
+$2.89M
3
+$2.48M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.96M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.95M

Sector Composition

1 Technology 25.94%
2 Consumer Discretionary 13.23%
3 Consumer Staples 8.8%
4 Healthcare 5.09%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.63%
6,566
+50
27
$2.24M 0.62%
4,030
-544
28
$2.19M 0.61%
28,155
+5,870
29
$2.12M 0.59%
14,484
+1,657
30
$2.02M 0.56%
20,075
-984
31
$1.93M 0.53%
23,713
32
$1.85M 0.51%
67,009
-89,623
33
$1.79M 0.49%
17,983
-246
34
$1.72M 0.48%
13,928
+276
35
$1.72M 0.48%
14,956
+1,019
36
$1.72M 0.48%
3,413
-184
37
$1.7M 0.47%
33,729
-1,230
38
$1.68M 0.47%
30,629
+225
39
$1.64M 0.45%
7,270
+1
40
$1.6M 0.44%
11,305
+319
41
$1.58M 0.44%
8,589
+1,794
42
$1.51M 0.42%
1,671
+23
43
$1.51M 0.42%
28,141
+589
44
$1.41M 0.39%
21,285
+1
45
$1.39M 0.38%
18,697
+30
46
$1.38M 0.38%
8,812
+1
47
$1.34M 0.37%
24,345
-26
48
$1.34M 0.37%
3,414
49
$1.33M 0.37%
40,783
-29,887
50
$1.16M 0.32%
13,221
+528
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