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
$224M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.97M
2 +$3.42M
3 +$1.2M
4
MSFT icon
Microsoft
MSFT
+$763K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$732K

Top Sells

1 +$37.1M
2 +$210K
3 +$208K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$155K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$119K

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