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
$343M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$3.3M
3
+$1.38M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.14M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.14M

Top Sells

1
+$4.15M
2
+$1.22M
3
+$1.18M
4
RLY icon
SPDR SSGA Multi-Asset Real Return ETF
RLY
+$720K
5
IFF icon
International Flavors & Fragrances
IFF
+$491K

Sector Composition

1 Technology 22.96%
2 Consumer Discretionary 13.18%
3 Consumer Staples 8.72%
4 Healthcare 5.29%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$444K 0.13%
7,656
+2,672
102
$431K 0.13%
901
-69
103
$428K 0.12%
4,538
-343
104
$424K 0.12%
1,223
+43
105
$417K 0.12%
20,118
-2,000
106
$413K 0.12%
+1,590
107
$390K 0.11%
1,968
+149
108
$390K 0.11%
3,145
109
$364K 0.11%
1,770
110
$362K 0.11%
5,961
+16
111
$358K 0.1%
+22,625
112
$350K 0.1%
+1,613
113
$345K 0.1%
12,082
-310
114
$340K 0.1%
4,865
+8
115
$332K 0.1%
2,636
116
$330K 0.1%
5,445
+433
117
$318K 0.09%
1,287
+31
118
$316K 0.09%
+680
119
$311K 0.09%
512
+5
120
$302K 0.09%
1,146
+1
121
$302K 0.09%
+1,671
122
$297K 0.09%
309
+72
123
$297K 0.09%
+1,819
124
$297K 0.09%
2,181
125
$291K 0.08%
500
+119
3 4
5
6 7