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
$362M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.47M
3
+$5.47M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
WM icon
Waste Management
WM
+$627K

Top Sells

1
+$4.81M
2
+$2.89M
3
+$2.48M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.96M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.95M

Sector Composition

1 Technology 25.94%
2 Consumer Discretionary 13.23%
3 Consumer Staples 8.8%
4 Healthcare 5.09%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.31%
6,760
-13
52
$1.11M 0.31%
11,774
53
$1.06M 0.29%
7,803
+1,748
54
$1.05M 0.29%
22,089
+975
55
$1.04M 0.29%
13,231
+112
56
$1.03M 0.29%
6,503
-670
57
$1.03M 0.28%
25,913
-7,034
58
$1.01M 0.28%
3,488
-15
59
$1.01M 0.28%
13,424
+861
60
$990K 0.27%
6,688
+290
61
$984K 0.27%
6,164
-33
62
$940K 0.26%
5,698
-126
63
$929K 0.26%
12,670
+20
64
$906K 0.25%
4,657
+29
65
$900K 0.25%
19,918
+6,147
66
$899K 0.25%
13,281
-1,004
67
$898K 0.25%
19,330
-2,627
68
$879K 0.24%
14,579
+113
69
$877K 0.24%
19,973
-310
70
$821K 0.23%
5,246
-81
71
$782K 0.22%
2,502
+41
72
$764K 0.21%
12,190
+11
73
$763K 0.21%
6,322
+200
74
$761K 0.21%
24,558
+746
75
$755K 0.21%
3,339
+40
1 2
3
4 5