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 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
101
-26,990
102
-1,520
103
-1,286