Equal-WT
WhaleScore 2.0
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Aufman Associates is based out of Sewickley. Aufman Associates is a large advisory firm with 237 clients and discretionary assets under management (AUM) of $716,062,957 (Form ADV from 2023-03-31). Their last reported 13F filing for Q4 2023 included $132,501,365 in managed 13F securities
and a top 10 holdings concentration of 87.21%. Aufman Associates's largest holding is VANGUARD SMALL-CAP INDEX FUND-ETF Shares with shares held of 148,727. Whalewisdom has at least 17 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VB VANGUARD SMALL-CAP I | 0.44% |
IVV iShares Core S&P 500 | 0.06% |
TOTL SPDR DoubleLine Tota | 0.01% |
VO VANGUARD MID-CAP IND | 0.01% |
DIS Walt Disney Co. (The | 0% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
MTX Minerals Technologie | 0.22% |
BRK.B Berkshire Hathaway I | 0.22% |
XOM ExxonMobil Corp. (St | 0.2% |
VOO VANGUARD 500 INDEX F | 0.09% |
COP ConocoPhillips (Phil | 0.06% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VB VANGUARD SMALL-CAP I | 23.95% |
VOO VANGUARD 500 INDEX F | 23.11% |
VEA VANGUARD DEVELOPED M | 16.95% |
STX Seagate Technology p | 6.79% |
VOT VANGUARD MID-CAP GRO | 4.38% |
2023-12-31
13F Activity
Market Value | $133m, Prior: $119m |
New Purchases | 0 stocks |
Added To | 12 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 20 stocks |
Top 10 Holdings % | 87.21% |
Turnover %[1] | 0% |
Turnover Alt %[2] | 0.31% |
Time Held Top 20 | 11.95 quarters |
Time Held Top 10 | 12.2 quarters |
Time Held All | 12.4 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31