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
$386M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.65M
3 +$1.92M
4
TMUS icon
T-Mobile US
TMUS
+$977K
5
BLDR icon
Builders FirstSource
BLDR
+$428K

Top Sells

1 +$1.65M
2 +$1.01M
3 +$659K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$566K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$564K

Sector Composition

1 Technology 26.13%
2 Consumer Discretionary 13.05%
3 Consumer Staples 8.69%
4 Healthcare 5%
5 Financials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$309K 0.08%
1,092
+2
127
$308K 0.08%
2,927
+12
128
$303K 0.08%
3,075
-16
129
$303K 0.08%
2,902
+177
130
$299K 0.08%
8,340
+723
131
$298K 0.08%
808
+11
132
$297K 0.08%
20,978
+371
133
$291K 0.08%
774
-9
134
$281K 0.07%
779
+5
135
$269K 0.07%
20,118
136
$264K 0.07%
+3,513
137
$261K 0.07%
413
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138
$253K 0.07%
1,540
-238
139
$250K 0.06%
1,626
140
$250K 0.06%
754
-7
141
$249K 0.06%
+4,011
142
$245K 0.06%
2,903
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$242K 0.06%
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144
$242K 0.06%
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145
$235K 0.06%
2,037
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146
$228K 0.06%
2,561
-311
147
$228K 0.06%
+4,398
148
$225K 0.06%
+853
149
$215K 0.06%
51
150
$213K 0.06%
1,756
-22