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
$245M
AUM Growth
-$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.16M
3
+$452K
4
AXP icon
American Express
AXP
+$301K
5
JPM icon
JPMorgan Chase
JPM
+$298K

Top Sells

1
+$2.5M
2
+$2.46M
3
+$2.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.91M
5
AAPL icon
Apple
AAPL
+$1.72M

Sector Composition

1 Technology 20.46%
2 Consumer Discretionary 14.63%
3 Consumer Staples 8.67%
4 Healthcare 4.71%
5 Financials 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$713K 0.29%
3,227
+108
52
$711K 0.29%
2,646
+83
53
$708K 0.29%
2,357
+123
54
$687K 0.28%
12,888
-1,020
55
$660K 0.27%
6,322
56
$589K 0.24%
4,342
57
$579K 0.24%
7,403
+3,329
58
$574K 0.23%
6,662
-126
59
$567K 0.23%
10,311
60
$561K 0.23%
3,311
+133
61
$559K 0.23%
2,176
+7
62
$558K 0.23%
22,118
63
$523K 0.21%
3,442
64
$498K 0.2%
3,511
+35
65
$475K 0.19%
13,575
-1,055
66
$455K 0.19%
3,242
+274
67
$427K 0.17%
970
-54
68
$417K 0.17%
6,114
+11
69
$417K 0.17%
4,050
70
$409K 0.17%
4,523
+63
71
$401K 0.16%
2,648
-19
72
$389K 0.16%
983
-94
73
$356K 0.15%
2,385
74
$354K 0.14%
5,582
75
$335K 0.14%
5,183
-17
1 2
3
4 5