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
$250M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$5.12M
2 +$2.6M
3 +$1.74M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$747K
5
ADBE icon
Adobe
ADBE
+$679K

Top Sells

1 +$2.57M
2 +$1.95M
3 +$886K
4
AMZN icon
Amazon
AMZN
+$474K
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$301K

Sector Composition

1 Technology 20.25%
2 Consumer Discretionary 13.26%
3 Consumer Staples 8.02%
4 Healthcare 5.8%
5 Financials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.08%
+2,181
102
$202K 0.08%
2,920
103
$133K 0.05%
10,628
+25
104
$104K 0.04%
15,312
105
$55.2K 0.02%
11,000
106
$47K 0.02%
10,000
107
-3,734
108
-2,027
109
-9,287
110
-380