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
-$55.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$47K
2 +$8.89K

Sector Composition

1 Technology 20.26%
2 Consumer Discretionary 13.27%
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
104
$104K 0.04%
15,312
105
$55.2K 0.02%
11,000
106
-10,000