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
$343M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$7.87M
2 +$3.3M
3 +$1.38M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.14M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.14M

Sector Composition

1 Technology 22.96%
2 Consumer Discretionary 13.18%
3 Consumer Staples 8.72%
4 Healthcare 5.29%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$736K 0.21%
7,778
+28
77
$700K 0.2%
2,461
+2
78
$694K 0.2%
3,446
+1,060
79
$685K 0.2%
4,726
+1,372
80
$680K 0.2%
4,284
81
$680K 0.2%
7,671
+448
82
$670K 0.2%
1,933
-564
83
$655K 0.19%
3,597
+1,313
84
$645K 0.19%
4,336
+692
85
$624K 0.18%
3,265
-133
86
$618K 0.18%
3,453
+11
87
$601K 0.17%
87,441
-9,541
88
$569K 0.17%
2,640
+444
89
$564K 0.16%
+20,307
90
$561K 0.16%
7,363
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91
$559K 0.16%
3,277
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92
$547K 0.16%
2,401
+381
93
$540K 0.16%
4,070
+80
94
$513K 0.15%
1,155
+465
95
$496K 0.14%
1,486
+112
96
$489K 0.14%
+3,843
97
$464K 0.14%
9,136
+580
98
$461K 0.13%
931
+477
99
$459K 0.13%
3,124
+225
100
$448K 0.13%
5,582
-1,667