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
126
$308K 0.08%
767
-7
127
$308K 0.08%
1,061
+27
128
$303K 0.08%
3,052
+125
129
$294K 0.07%
702
-1
130
$292K 0.07%
811
+32
131
$288K 0.07%
4,074
+63
132
$282K 0.07%
8,650
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133
$279K 0.07%
+835
134
$272K 0.07%
+1,442
135
$270K 0.07%
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136
$269K 0.07%
423
+10
137
$263K 0.07%
53
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138
$263K 0.07%
793
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139
$261K 0.07%
21,359
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140
$255K 0.06%
491
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141
$255K 0.06%
4,515
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142
$253K 0.06%
3,513
143
$252K 0.06%
+1,225
144
$251K 0.06%
1,046
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145
$244K 0.06%
+1,380
146
$244K 0.06%
729
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147
$242K 0.06%
464
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148
$242K 0.06%
3,372
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149
$240K 0.06%
1,991
+451
150
$229K 0.06%
3,996
+144
3 4 5
6
7