Auour Investments LLC
CIK:0001789310
Investment Adviser
$341M AUM
81 holdings
Wenham, MA, USA
Auour Investments LLC is an SEC-registered investment advisor that emphasizes being 'positive historians' by focusing on both the risks and the recoveries in the market, employing a downside mitigation strategy to manage risk.
Investment Strategy
Auour employs a strategy that includes monitoring market conditions for systemic stress and adjusting exposures accordingly, combining both growth and value mandates with long/short hedge funds and quantitative methods.
Top Buys
S
SPLGSPDR SERIES TRUST+$5.7M
B
BILSPDR SERIES TRUST+$2.1M
S
SPYGSPDR SERIES TRUST+$917.3K
S
SPDWSPDR INDEX SHS FDS+$762.9K
S
SPYVSPDR SERIES TRUST+$739.6K
Top Sells
S
SPABSPDR SERIES TRUST-$581.7K
A
AGGISHARES TR-$279.9K
V
VGITVANGUARD SCOTTSDALE FDS-$166.7K
J
JAAAJANUS DETROIT STR TR-$118.2K
S
SPSBSPDR SERIES TRUST-$102.3K
Top Holdings
S
SPLGSPDR SERIES TRUST+20.5%$59.5M
B
BILSPDR SERIES TRUST+15.7%$45.7M
S
SPDWSPDR INDEX SHS FDS+8.6%$25.1M
V
VEAVANGUARD TAX-MANAGED FDS+3.5%$10.2M
S
SPYVSPDR SERIES TRUST+2.9%$8.4M
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 20.46% | $59.5M | 818,773 | $53.42 | $72.69 | +$5.7M |
B BIL | SPDR SERIES TRUST | 15.71% | $45.7M | 498,119 | $91.78 | $91.73 | +$2.1M |
S SPDW | SPDR INDEX SHS FDS | 8.63% | $25.1M | 620,192 | $32.62 | $40.49 | +$762.9K |
V VEA | VANGUARD TAX-MANAGED FDS | 3.51% | $10.2M | 179,022 | $46.20 | $57.01 | +$178.0K |
S SPYV | SPDR SERIES TRUST | 2.90% | $8.4M | 161,314 | $44.52 | $52.34 | +$739.6K |
Industry Allocation
ELECTRONIC COMPUTERS
+0.6%
PHARMACEUTICAL PREPARATIONS
+0.5%
FIRE, MARINE & CASUALTY INSURANCE
+0.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.4%
SERVICES-PREPACKAGED SOFTWARE
+0.4%