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
$219M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$1.71M
3
+$1.37M
4
TSLA icon
Tesla
TSLA
+$1.01M
5
NVDA icon
NVIDIA
NVDA
+$938K

Top Sells

1
+$2.8M
2
+$1.1M
3
+$309K
4
AAPL icon
Apple
AAPL
+$309K
5
WFC icon
Wells Fargo
WFC
+$272K

Sector Composition

1 Consumer Discretionary 20.36%
2 Technology 14.2%
3 Consumer Staples 5.33%
4 Healthcare 4.44%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$302K 0.14%
851
-218
52
$297K 0.14%
1,294
+15
53
$297K 0.14%
2,394
+8
54
$288K 0.13%
4,700
55
$286K 0.13%
4,890
+325
56
$274K 0.13%
1,772
+259
57
$273K 0.12%
1,650
58
$245K 0.11%
1,642
+87
59
$245K 0.11%
+671
60
$233K 0.11%
4,157
+706
61
$224K 0.1%
424
+1
62
$219K 0.1%
2,089
+106
63
$211K 0.1%
1,758
64
$208K 0.1%
+814
65
$207K 0.09%
+1,479
66
$136K 0.06%
10,000
67
$91K 0.04%
10,685
68
$68K 0.03%
150
+50
69
– –
-55,638
70
– –
-6,970
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