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
$397M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.83M
3
+$2.26M
4
AAPL icon
Apple
AAPL
+$1.06M
5
ASML icon
ASML
ASML
+$587K

Top Sells

1
+$4.37M
2
+$1.58M
3
+$1.55M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$773K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$534K

Sector Composition

1 Technology 26.74%
2 Consumer Discretionary 15.14%
3 Consumer Staples 8.16%
4 Financials 4.57%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.62%
6,365
-305
27
$2.33M 0.59%
20,142
+88
28
$2.29M 0.58%
15,848
+1,408
29
$2.25M 0.57%
3,838
+202
30
$2.15M 0.54%
12,929
+835
31
$1.91M 0.48%
19,942
-1,331
32
$1.9M 0.48%
4,283
+133
33
$1.75M 0.44%
7,530
34
$1.75M 0.44%
30,840
+522
35
$1.74M 0.44%
2,250
+578
36
$1.72M 0.43%
34,079
-77
37
$1.68M 0.42%
8,823
+64
38
$1.67M 0.42%
20,404
-19,296
39
$1.61M 0.41%
15,006
-300
40
$1.47M 0.37%
28,166
+25
41
$1.45M 0.37%
3,414
42
$1.44M 0.36%
14,477
+42
43
$1.44M 0.36%
35,500
-11,064
44
$1.42M 0.36%
19,515
-911
45
$1.28M 0.32%
8,813
+1
46
$1.23M 0.31%
5,310
+402
47
$1.21M 0.3%
7,217
+260
48
$1.19M 0.3%
19,715
-1,575
49
$1.12M 0.28%
7,217
-633
50
$1.1M 0.28%
14,585
+733
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