AUFMAN ASSOCIATES INC 13F Portfolio
AUFMAN ASSOCIATES INC runs AUFMAN ASSOCIATES INC and currently holds 67 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $250.88M. Their top holdings are STX, VB, VOO, VEA, FNDX. The top five represent 75.5% of reported portfolio weight. AUFMAN ASSOCIATES INC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, AUFMAN ASSOCIATES INC initiated 2 new positions. They added to 21 existing positions. They trimmed 28 positions. Their current best-performing preview position is STX with returns of +146.32%.
Portfolio Value
$250.88M
Alpha Score
78.2
#0 of 1000
Holdings
67
AUFMAN ASSOCIATES INC Current 13F Holdings
Reported holdings from AUFMAN ASSOCIATES INC's latest SEC 13F filing, ranked by portfolio weight.
67 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 STX Seagate Technology Holdings | 19.47% | $87.93 | $783.00 | +790.48% | Trimmed -22.74% |
 VB Vanguard Small-Cap Index ETF | 17.04% | $166.32 | $289.48 | +74.05% | Trimmed -1.20% |
 VOO Vanguard S&P 500 Index ETF | 16.33% | $313.60 | $715.51 | +128.16% | Trimmed -0.18% |
 VEA Vanguard Developed Markets Index ETF | 14.01% | $44.40 | $70.36 | +58.46% | Trimmed -2.74% |
 FNDX Schwab Fundamental US Large Company Index ETF | 8.67% | $26.83 | $32.15 | +19.83% | Added +3.00% |
 VOT Vanguard Mid-Cap Growth Index ETF | 2.98% | $169.81 | $302.53 | +78.16% | Trimmed -1.00% |
 IVV iShares Core S&P 500 Index ETF | 2.29% | $360.52 | $781.99 | +116.91% | Added +0.52% |
 MRNA Moderna | 1.82% | $48.75 | $225.00 | +361.54% | Added +15.24% |
 VEU Vanguard FTSE All-World ex US Index ETF | 1.72% | $53.63 | $82.82 | +54.43% | Trimmed -1.57% |
 GOOG Alphabet Cl C | 1.38% | $161.02 | $347.86 | +116.04% | Added +38.53% |
Showing 1-10 of 67