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
$217M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.83M
3
+$2.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$981K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$905K

Top Sells

1
+$1.44M
2
+$466K
3
+$409K
4
ISRG icon
Intuitive Surgical
ISRG
+$332K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$311K

Sector Composition

1 Technology 16.72%
2 Consumer Discretionary 16.72%
3 Consumer Staples 7.97%
4 Healthcare 5.54%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$603K 0.28%
2,344
+762
52
$568K 0.26%
2,128
+723
53
$563K 0.26%
2,497
+25
54
$560K 0.26%
+4,342
55
$553K 0.25%
12,792
+4,149
56
$525K 0.24%
5,785
+2,594
57
$519K 0.24%
+3,178
58
$516K 0.24%
12,899
+2,414
59
$468K 0.22%
+3,442
60
$448K 0.21%
1,385
+28
61
$416K 0.19%
1,867
+599
62
$416K 0.19%
4,050
63
$377K 0.17%
6,563
+2,390
64
$376K 0.17%
4,074
-716
65
$372K 0.17%
+4,857
66
$359K 0.17%
764
+314
67
$354K 0.16%
2,976
+414
68
$354K 0.16%
+5,200
69
$340K 0.16%
+1,968
70
$338K 0.16%
+3,167
71
$328K 0.15%
+4,556
72
$320K 0.15%
+2,385
73
$306K 0.14%
1,077
+341
74
$298K 0.14%
2,196
+314
75
$294K 0.14%
6,717
+1,883
1 2
3
4 5