AA
Auxano Advisors Portfolio holdings
AUM
$428M
This Quarter Return
+4.27%
1 Year Return
+18.44%
3 Year Return
+81.31%
5 Year Return
+127.8%
10 Year Return
–
AUM
$397M
AUM Growth
+$397M
(+2.7%)
Cap. Flow
+$3.31M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
59.19%
Holding
170
New
10
Increased
88
Reduced
50
Closed
8
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$3.35M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
$2.84M |
| 3 |
GMO US Quality ETF
QLTY
|
$2.83M |
| 4 |
Microsoft
MSFT
|
$2.26M |
| 5 |
Apple
AAPL
|
$1.06M |
Top Sells
| 1 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$4.37M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.58M |
| 3 |
Costco
COST
|
$1.55M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$773K |
| 5 |
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% |
