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
126
$286K 0.08%
+5,710
127
$275K 0.08%
+669
128
$274K 0.08%
+813
129
$272K 0.08%
+761
130
$263K 0.08%
630
+3
131
$263K 0.08%
+2,788
132
$250K 0.07%
+886
133
$246K 0.07%
+787
134
$244K 0.07%
20,177
+528
135
$241K 0.07%
+4,448
136
$240K 0.07%
1,626
137
$236K 0.07%
4,700
138
$223K 0.07%
+402
139
$220K 0.06%
+3,804
140
$220K 0.06%
734
141
$219K 0.06%
+3,371
142
$216K 0.06%
+3,017
143
$215K 0.06%
7,103
-635
144
$209K 0.06%
7,156
-1,500
145
$207K 0.06%
+837
146
$207K 0.06%
+1,766
147
$204K 0.06%
+2,555
148
$203K 0.06%
+1,787
149
$202K 0.06%
+984
150
$201K 0.06%
+3,150
3 4 5
6
7