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
$397M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.83M
3
+$2.26M
4
AAPL icon
Apple
AAPL
+$1.06M
5
ASML icon
ASML
ASML
+$587K

Top Sells

1
+$4.37M
2
+$1.58M
3
+$1.55M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$773K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$534K

Sector Composition

1 Technology 26.74%
2 Consumer Discretionary 15.14%
3 Consumer Staples 8.16%
4 Financials 4.57%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$429K 0.11%
1,770
102
$427K 0.11%
909
+2
103
$419K 0.11%
2,123
+3
104
$406K 0.1%
4,744
+202
105
$395K 0.1%
3,222
-71
106
$389K 0.1%
2,700
+3
107
$385K 0.1%
672
+26
108
$377K 0.1%
2,998
+96
109
$375K 0.09%
6,026
+26
110
$374K 0.09%
+4,090
111
$370K 0.09%
828
+20
112
$369K 0.09%
2,643
+109
113
$363K 0.09%
12,236
+64
114
$353K 0.09%
11,256
115
$347K 0.09%
2,636
116
$342K 0.09%
+15,068
117
$341K 0.09%
2,388
+182
118
$341K 0.09%
3,602
-4,178
119
$338K 0.09%
1,167
+75
120
$338K 0.09%
12,494
-19,342
121
$329K 0.08%
2,199
-941
122
$325K 0.08%
3,127
+52
123
$321K 0.08%
1,413
+128
124
$313K 0.08%
3,801
+243
125
$313K 0.08%
4,904
+44
3 4
5
6 7