AA

Auxano Advisors Portfolio holdings

AUM $506M
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$3.4M
3
+$1.07M
4
MSFT icon
Microsoft
MSFT
+$736K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$712K

Top Sells

1
+$37.1M
2
+$208K
3
+$197K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$153K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$116K

Sector Composition

1 Consumer Discretionary 22.05%
2 Technology 18.84%
3 Consumer Staples 9.35%
4 Healthcare 4.73%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$144K 0.06%
10,000
77
– –
-1,405
1 2 3
4