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
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152
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154
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-837
155
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156
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157
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-5,710
158
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3 4 5 6
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