Auour Investments LLC

CIK 0001789310 · Q1 2026

13F Equity AUM

$317.9M

+1.2% QoQ

Positions

+2 QoQ

AUM Rank

#5,699

Top 46%

Skill Alpha (FF)

-2.9%/yr^ns

No Clear Edge

Rank #6,216 · Top 76%

vs S&P -11.3%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 45.2%Top 10: 57.8%Top 20: 75.5%

SPYM19.1%

SPDW10.5%

BIL8.3%

VEA4.1%

SPIB3.2%

SPYV3.0%

MBSF2.5%

JAAA2.5%

IEFA2.4%

VRIG2.3%

Others (81)42.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services97.3%

Other2.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 91Median: 0.25%Avg: 1.10%

0–0.5%

51(7.6%)

0.5–1%

15(11.1%)

1–3%

20(36.1%)

3–5%

2(7.2%)

5%+

3(38.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Holdings

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