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
$386M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.65M
3 +$1.92M
4
TMUS icon
T-Mobile US
TMUS
+$977K
5
BLDR icon
Builders FirstSource
BLDR
+$428K

Top Sells

1 +$1.65M
2 +$1.01M
3 +$659K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$566K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$564K

Sector Composition

1 Technology 26.13%
2 Consumer Discretionary 13.05%
3 Consumer Staples 8.69%
4 Healthcare 5%
5 Financials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$821K 0.21%
5,269
-1,419
77
$809K 0.21%
2,510
+8
78
$804K 0.21%
1,628
+6
79
$791K 0.2%
7,170
-144
80
$776K 0.2%
3,931
+502
81
$773K 0.2%
7,877
+75
82
$771K 0.2%
5,234
-12
83
$767K 0.2%
3,471
+208
84
$756K 0.2%
45,105
+290
85
$724K 0.19%
4,342
86
$695K 0.18%
1,189
+96
87
$662K 0.17%
14,759
-4,571
88
$660K 0.17%
2,434
+10
89
$653K 0.17%
3,442
90
$610K 0.16%
2,939
91
$608K 0.16%
4,334
-15
92
$608K 0.16%
1,495
+1
93
$604K 0.16%
20,874
+702
94
$572K 0.15%
2,377
+2
95
$566K 0.15%
3,140
+3
96
$554K 0.14%
6,084
+482
97
$510K 0.13%
2,691
-3,473
98
$479K 0.12%
907
+6
99
$455K 0.12%
19,386
-5,172
100
$450K 0.12%
2,321
-257