AA

Auxano Advisors Portfolio holdings

AUM $470M
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$731K
3
+$683K
4
NVO icon
Novo Nordisk
NVO
+$621K
5
PHYS icon
Sprott Physical Gold
PHYS
+$462K

Top Sells

1
+$940K
2
+$737K
3
+$380K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$356K
5
BDX icon
Becton Dickinson
BDX
+$321K

Sector Composition

1 Technology 24.72%
2 Consumer Discretionary 13.23%
3 Consumer Staples 8.73%
4 Financials 5.26%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.27%
3,720
+203
52
$982K 0.26%
23,542
-76
53
$976K 0.26%
5,826
+516
54
$967K 0.26%
15,674
-1,486
55
$966K 0.26%
11,569
+231
56
$952K 0.25%
7,177
-325
57
$941K 0.25%
10,719
-522
58
$927K 0.25%
14,922
+43
59
$921K 0.24%
1,680
-19
60
$901K 0.24%
5,383
-3
61
$896K 0.24%
5,767
+214
62
$881K 0.23%
7,739
+522
63
$862K 0.23%
13,582
-1,003
64
$849K 0.23%
3,595
+217
65
$842K 0.22%
4,021
+519
66
$839K 0.22%
10,767
+422
67
$838K 0.22%
6,649
68
$837K 0.22%
3,365
-71
69
$829K 0.22%
1,251
+404
70
$816K 0.22%
2,615
-146
71
$804K 0.21%
2,581
+3
72
$799K 0.21%
8,811
-2
73
$780K 0.21%
13,152
+4,514
74
$750K 0.2%
16,580
+2,836
75
$739K 0.2%
7,214
-353
1 2
3
4 5