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
$362M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.47M
3
+$5.47M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
WM icon
Waste Management
WM
+$627K

Top Sells

1
+$4.81M
2
+$2.89M
3
+$2.48M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.96M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.95M

Sector Composition

1 Technology 25.94%
2 Consumer Discretionary 13.23%
3 Consumer Staples 8.8%
4 Healthcare 5.09%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$752K 0.21%
2,477
+544
77
$716K 0.2%
7,802
+24
78
$716K 0.2%
1,622
+78
79
$684K 0.19%
4,260
+190
80
$661K 0.18%
4,342
+58
81
$653K 0.18%
6,286
+4,499
82
$645K 0.18%
5,650
+924
83
$645K 0.18%
7,314
-49
84
$643K 0.18%
6,295
-1,376
85
$637K 0.18%
44,815
+22,190
86
$627K 0.17%
+2,939
87
$601K 0.17%
3,442
-11
88
$598K 0.17%
2,578
-62
89
$588K 0.16%
3,429
-168
90
$564K 0.16%
20,172
-135
91
$564K 0.16%
3,263
-2
92
$561K 0.16%
2,424
+23
93
$557K 0.15%
1,093
+162
94
$551K 0.15%
1,150
-5
95
$548K 0.15%
4,349
+13
96
$505K 0.14%
3,221
-56
97
$498K 0.14%
6,867
+1,422
98
$488K 0.13%
3,137
+13
99
$480K 0.13%
1,494
+8
100
$466K 0.13%
2,375
+762
2 3
4
5 6