AA

Auxano Advisors Portfolio holdings

AUM $506M
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
-$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.19M
3
+$453K
4
AXP icon
American Express
AXP
+$330K
5
JPM icon
JPMorgan Chase
JPM
+$308K

Top Sells

1
+$2.6M
2
+$2.58M
3
+$2.07M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.89M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 20.46%
2 Consumer Discretionary 14.63%
3 Consumer Staples 8.67%
4 Healthcare 4.71%
5 Financials 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,845
102
– –
-10,628
103
– –
-2,026
104
– –
-1,485
105
– –
-380
106
– –
-2,181
107
– –
-1,797
1 2 3 4
5