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
126
$275K 0.08%
3,542
+525
127
$267K 0.07%
7,617
+514
128
$265K 0.07%
2,725
-63
129
$263K 0.07%
774
+13
130
$250K 0.07%
797
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131
$248K 0.07%
3,931
+560
132
$244K 0.07%
20,118
133
$241K 0.07%
20,607
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134
$239K 0.07%
761
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135
$237K 0.07%
931
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136
$237K 0.07%
1,626
137
$231K 0.06%
4,701
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138
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742
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139
$217K 0.06%
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140
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+2,872
141
$208K 0.06%
1,778
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142
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143
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144
$207K 0.06%
7,156
145
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403
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146
$203K 0.06%
+2,026
147
$202K 0.06%
+51
148
$201K 0.06%
2,555
149
$92K 0.03%
15,312
150
$66.4K 0.02%
11,000
3 4 5
6
7