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
$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
State Street 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
151
$121K 0.04%
15,312
152
$70.7K 0.02%
11,000
153
– –
-1,295
154
– –
-31,220
155
– –
-3,794
156
– –
-6,059
157
– –
-5,895
158
– –
-12,429
159
– –
-1,957
3 4 5 6
7