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
$245M
AUM Growth
-$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.16M
3
+$452K
4
AXP icon
American Express
AXP
+$301K
5
JPM icon
JPMorgan Chase
JPM
+$298K

Top Sells

1
+$2.5M
2
+$2.46M
3
+$2.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.91M
5
AAPL icon
Apple
AAPL
+$1.72M

Sector Composition

1 Technology 20.46%
2 Consumer Discretionary 14.63%
3 Consumer Staples 8.67%
4 Healthcare 4.71%
5 Financials 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$331K 0.14%
3,990
+480
77
$327K 0.13%
1,266
-676
78
$311K 0.13%
4,857
79
$303K 0.12%
1,770
80
$301K 0.12%
+2,019
81
$300K 0.12%
3,526
-82
82
$294K 0.12%
5,890
+15
83
$291K 0.12%
11,990
+90
84
$278K 0.11%
3,855
85
$273K 0.11%
6,681
+27
86
$267K 0.11%
2,636
-67
87
$253K 0.1%
7,636
+268
88
$245K 0.1%
684
-31
89
$238K 0.1%
1,958
-10
90
$229K 0.09%
4,700
91
$224K 0.09%
8,177
+138
92
$210K 0.09%
1,346
-17
93
$209K 0.09%
1,626
94
$209K 0.09%
6,272
95
$203K 0.08%
627
-10
96
$194K 0.08%
19,201
+524
97
$131K 0.05%
15,312
98
$64.5K 0.03%
11,000
99
$23.7K 0.01%
+27,887
100
– –
-2,026
1 2 3
4
5