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
$151M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.61M
2 +$682K
3 +$481K
4
MSFT icon
Microsoft
MSFT
+$364K
5
TSLA icon
Tesla
TSLA
+$332K

Top Sells

1 +$1.49M
2 +$719K
3 +$89K
4
CNC icon
Centene
CNC
+$75.3K
5
AAPL icon
Apple
AAPL
+$65.1K

Sector Composition

1 Consumer Discretionary 21.12%
2 Technology 16.23%
3 Consumer Staples 6.53%
4 Healthcare 4.74%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.14%
+4,067
52
$74K 0.05%
10,685
-800
53
-10,000