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
$250M
AUM Growth
-$55.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$47K
2
+$8.89K

Sector Composition

1 Technology 20.26%
2 Consumer Discretionary 13.27%
3 Consumer Staples 8.02%
4 Healthcare 5.8%
5 Financials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$684K 0.27%
13,908
52
$675K 0.27%
6,788
53
$671K 0.27%
6,322
54
$620K 0.25%
2,563
55
$603K 0.24%
2,169
56
$595K 0.24%
4,342
57
$583K 0.23%
20,980
58
$579K 0.23%
3,178
59
$561K 0.22%
6,103
60
$547K 0.22%
14,630
61
$533K 0.21%
1,553
62
$524K 0.21%
3,442
63
$485K 0.19%
3,476
64
$481K 0.19%
1,942
65
$473K 0.19%
2,234
66
$473K 0.19%
1,024
67
$424K 0.17%
4,050
68
$417K 0.17%
6,845
69
$415K 0.17%
4,857
70
$392K 0.16%
1,077
71
$389K 0.16%
2,968
72
$380K 0.15%
2,385
73
$375K 0.15%
22,118
74
$369K 0.15%
4,460
75
$362K 0.14%
5,200
1 2
3
4 5