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
$397M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.83M
3
+$2.26M
4
AAPL icon
Apple
AAPL
+$1.06M
5
ASML icon
ASML
ASML
+$587K

Top Sells

1
+$4.37M
2
+$1.58M
3
+$1.55M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$773K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$534K

Sector Composition

1 Technology 26.74%
2 Consumer Discretionary 15.14%
3 Consumer Staples 8.16%
4 Financials 4.57%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.27%
23,329
-1,016
52
$1.05M 0.27%
4,773
+40
53
$1.04M 0.26%
23,618
+647
54
$1.02M 0.26%
12,737
-678
55
$1.02M 0.26%
17,160
-4,136
56
$1.02M 0.26%
11,241
+310
57
$1M 0.25%
5,553
-950
58
$993K 0.25%
26,086
-6,043
59
$986K 0.25%
13,744
+430
60
$971K 0.24%
2,761
+317
61
$953K 0.24%
6,266
+516
62
$927K 0.23%
3,517
+2
63
$910K 0.23%
18,374
-440
64
$894K 0.23%
1,699
+71
65
$877K 0.22%
14,879
+240
66
$860K 0.22%
6,649
+1
67
$859K 0.22%
11,338
-570
68
$849K 0.21%
7,502
+202
69
$846K 0.21%
10,345
-683
70
$810K 0.2%
8,552
-3,081
71
$805K 0.2%
18,338
-4,824
72
$782K 0.2%
7,567
+397
73
$780K 0.2%
5,386
+152
74
$780K 0.2%
14,637
-122
75
$770K 0.19%
3,378
+22
1 2
3
4 5