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
$223M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$1.62M
3 +$875K
4
BDX icon
Becton Dickinson
BDX
+$205K
5
CTSH icon
Cognizant
CTSH
+$203K

Top Sells

1 +$889K
2 +$430K
3 +$408K
4
NVDA icon
NVIDIA
NVDA
+$321K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$255K

Sector Composition

1 Consumer Discretionary 19.59%
2 Technology 15.08%
3 Consumer Staples 5.37%
4 Healthcare 4.21%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$299K 0.13%
1,294
52
$291K 0.13%
1,770
+120
53
$274K 0.12%
4,700
54
$259K 0.12%
424
55
$257K 0.12%
1,772
56
$256K 0.12%
1,136
+7
57
$248K 0.11%
878
58
$243K 0.11%
700
+29
59
$220K 0.1%
1,642
60
$215K 0.1%
2,116
+27
61
$208K 0.09%
1,405
-95
62
$207K 0.09%
814
63
$205K 0.09%
+854
64
$205K 0.09%
1,540
+61
65
$203K 0.09%
+2,742
66
$150K 0.07%
10,000
67
-150
68
-10,685
69
-1,758
70
-4,157