- New Purchases: MTX, TOTL,
- Added Positions: VOO, GOOG, VZ, INTC,
- Reduced Positions: VB, AAPL, VOT, XOM, SPY, FHI, IVV, ABT, DIS, PBW, GOOGL, IJH,
- Sold Out: PKI, BABA, OMI, PINS, GLD,
For the details of Aufman Associates Inc's stock buys and sells, go to https://www.gurufocus.com/guru/aufman+associates+inc/current-portfolio/portfolio
These are the top 5 holdings of Aufman Associates Inc- Vanguard Small Cap ETF (VB) - 142,058 shares, 25.55% of the total portfolio. Shares reduced by 1.19%
- Vanguard S&P 500 ETF (VOO) - 64,709 shares, 20.99% of the total portfolio. Shares added by 1.78%
- Vanguard FTSE Developed Markets ETF (VEA) - 445,784 shares, 18.51% of the total portfolio. Shares added by 0.48%
- Seagate Technology Holdings PLC (STX) - 116,453 shares, 7.90% of the total portfolio. Shares reduced by 0.2%
- Crown Castle International Corp (CCI) - 21,170 shares, 3.02% of the total portfolio.
Aufman Associates Inc initiated holding in Minerals Technologies Inc. The purchase prices were between $68.06 and $81.31, with an estimated average price of $76.37. The stock is now traded at around $78.050000. The impact to a portfolio due to this purchase was 0.48%. The holding were 8,311 shares as of 2021-09-30.
New Purchase: SPDR DoubleLine Total Return Tactical ETF (TOTL)Aufman Associates Inc initiated holding in SPDR DoubleLine Total Return Tactical ETF. The purchase prices were between $47.86 and $48.42, with an estimated average price of $48.1. The stock is now traded at around $47.700000. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,899 shares as of 2021-09-30.
Sold Out: PerkinElmer Inc (PKI)Aufman Associates Inc sold out a holding in PerkinElmer Inc. The sale prices were between $151.98 and $190.5, with an estimated average price of $176.11.
Sold Out: Alibaba Group Holding Ltd (BABA)Aufman Associates Inc sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.
Sold Out: Owens & Minor Inc (OMI)Aufman Associates Inc sold out a holding in Owens & Minor Inc. The sale prices were between $30.87 and $47.58, with an estimated average price of $39.39.
Sold Out: Pinterest Inc (PINS)Aufman Associates Inc sold out a holding in Pinterest Inc. The sale prices were between $50.37 and $80.29, with an estimated average price of $61.63.
Sold Out: SPDR Gold Shares ETF (GLD)Aufman Associates Inc sold out a holding in SPDR Gold Shares ETF. The sale prices were between $161.32 and $171.17, with an estimated average price of $167.4.
Here is the complete portfolio of Aufman Associates Inc. Also check out:
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