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
$217M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.83M
3
+$2.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$981K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$905K

Top Sells

1
+$1.44M
2
+$466K
3
+$409K
4
ISRG icon
Intuitive Surgical
ISRG
+$332K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$311K

Sector Composition

1 Technology 16.72%
2 Consumer Discretionary 16.72%
3 Consumer Staples 7.97%
4 Healthcare 5.54%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.13%
1,863
77
$286K 0.13%
+5,582
78
$278K 0.13%
+3,855
79
$272K 0.13%
9,783
-377
80
$269K 0.12%
8,541
+85
81
$267K 0.12%
6,646
+278
82
$265K 0.12%
+3,734
83
$254K 0.12%
+2,556
84
$246K 0.11%
22,118
85
$242K 0.11%
8,018
+397
86
$229K 0.11%
+6,272
87
$224K 0.1%
+2,703
88
$221K 0.1%
14,223
89
$220K 0.1%
+1,363
90
$211K 0.1%
2,181
+252
91
$208K 0.1%
2,920
+116
92
$200K 0.09%
+1,648
93
$170K 0.08%
+10,603
94
$99K 0.05%
+15,312
95
$38K 0.02%
11,000
96
– –
-6,279
97
– –
-2,000
98
– –
-1,653
99
– –
-4,700
100
– –
-10,060
1 2 3
4
5