AA

Auxano Advisors Portfolio holdings

AUM $506M
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
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
+$6.17M
2
+$5.08M
3
+$4.84M
4
NVDA icon
NVIDIA
NVDA
+$942K
5
WM icon
Waste Management
WM
+$611K

Top Sells

1
+$4.71M
2
+$2.88M
3
+$2.53M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.9M

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
151
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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
– –
-9,136
3 4 5 6
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