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
$362M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.47M
3
+$5.47M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
WM icon
Waste Management
WM
+$627K

Top Sells

1
+$4.81M
2
+$2.89M
3
+$2.48M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.96M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.95M

Sector Composition

1 Technology 25.94%
2 Consumer Discretionary 13.23%
3 Consumer Staples 8.8%
4 Healthcare 5.09%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$462K 0.13%
7,783
+127
102
$457K 0.13%
5,602
+20
103
$439K 0.12%
2,532
-914
104
$414K 0.11%
4,540
+2
105
$395K 0.11%
1,974
+6
106
$393K 0.11%
901
107
$381K 0.11%
1,770
108
$368K 0.1%
2,120
-61
109
$366K 0.1%
542
+30
110
$350K 0.1%
5,977
+16
111
$346K 0.1%
329
+20
112
$333K 0.09%
2,915
-928
113
$332K 0.09%
12,082
114
$321K 0.09%
2,636
115
$318K 0.09%
3,091
-54
116
$314K 0.09%
+7,282
117
$307K 0.09%
4,860
-5
118
$305K 0.08%
696
+16
119
$301K 0.08%
1,286
-1
120
$292K 0.08%
1,090
-500
121
$290K 0.08%
641
+11
122
$288K 0.08%
1,778
+107
123
$288K 0.08%
521
+21
124
$285K 0.08%
783
-30
125
$278K 0.08%
+2,697
3 4
5
6 7