AA

Auxano Advisors Portfolio holdings

AUM $470M
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$731K
3
+$683K
4
NVO icon
Novo Nordisk
NVO
+$621K
5
PHYS icon
Sprott Physical Gold
PHYS
+$462K

Top Sells

1
+$940K
2
+$737K
3
+$380K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$356K
5
BDX icon
Becton Dickinson
BDX
+$321K

Sector Composition

1 Technology 24.72%
2 Consumer Discretionary 13.23%
3 Consumer Staples 8.73%
4 Financials 5.26%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$299K 0.08%
2,694
-6
127
$296K 0.08%
2,839
-1,902
128
$293K 0.08%
4,898
-6
129
$288K 0.08%
10,099
-2,395
130
$284K 0.08%
764
-47
131
$276K 0.07%
1,304
+291
132
$273K 0.07%
21,758
+399
133
$268K 0.07%
538
+47
134
$268K 0.07%
4,076
+2
135
$267K 0.07%
4,371
-144
136
$261K 0.07%
429
+6
137
$258K 0.07%
2,119
+25
138
$256K 0.07%
708
-59
139
$253K 0.07%
1,144
-81
140
$249K 0.07%
1,698
+12
141
$249K 0.07%
54
+1
142
$244K 0.06%
1,644
-555
143
$240K 0.06%
2,378
144
$237K 0.06%
1,626
145
$236K 0.06%
8,531
-119
146
$233K 0.06%
735
+6
147
$230K 0.06%
4,072
+76
148
$221K 0.06%
823
-12
149
$220K 0.06%
1,290
-90
150
$213K 0.06%
+807
3 4 5
6
7