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Auour Investments LLC

RIA/Wealth

Auour Investments LLC is a RIA/Wealth based in Woburn, MA led by Robert Zlatko Kuftinec, reporting $340.9M in AUM as of Q3 2025 with 96% ETF concentration, 63% concentrated in top 10 holdings, and 21% allocation to SPLG.

Managing PartnerRobert Zlatko Kuftinec
Portfolio Value
$302.0M
Positions
85
Top Holding
SPLG at 21.32%
Last Reported
Q3 2025
Address400 Tradecenter, Suite 3990, Woburn, MA, 01801, United States

Top Holdings

Largest long holdings in Auour Investments LLC's portfolio (62.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$64.4M
21.32%
+$229.5K
Bought
821.7K shares
ETF
ETF
$38.3M
12.67%
-$7.4M
Sold
417.0K shares
ETF
ETF
$28.2M
9.33%
+$1.6M
Bought
658.5K shares
ETF
ETF
$11.1M
3.66%
+$330.7K
Bought
184.5K shares
ETF
ETF
$9.4M
3.11%
+$451.8K
Bought
169.5K shares
ETF
ETF
$9.2M
3.05%
+$994.9K
Bought
271.5K shares
ETF
ETF
$7.9M
2.61%
+$114.8K
Bought
75.5K shares
ETF
ETF
$7.0M
2.32%
+$7.0M
New
142.1K shares
ETF
ETF
$7.0M
2.31%
+$3.0M
Bought
273.8K shares
ETF
ETF
$6.7M
2.21%
+$332.3K
Bought
76.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Auour Investments LLC's latest filing

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Market Value
$302.0M
Prior: $286.8M
Q/Q Change
+5.27%
+$15.1M
Net Flows % of MV
+0.894%
Turnover Ratio
8.0%
New Purchases
6 stocks
$12.8M
Added To
40 stocks
+$12.4M
Sold Out Of
3 stocks
$12.8M
Reduced Holdings
18 stocks
-$9.8M

Increased Positions

PositionShares Δ
New
New
New
4
AbbVie logo
AbbVie
ABBV
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
-43.0%
-16.28%

Analytics

Portfolio insights and performance metrics for Auour Investments LLC

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Sector Allocation

ETF: 96.40%ETFTechnology: 1.10%Financial Services: 0.70%Healthcare: 0.50%Communication Services: 0.30%Industrials: 0.20%Consumer Defensive: 0.20%Energy: 0.20%Consumer Cyclical: 0.10%Basic Materials: 0.10%
ETF
96.40%
Technology
1.10%
Financial Services
0.70%
Healthcare
0.50%
Communication Services
0.30%
Industrials
0.20%
Consumer Defensive
0.20%
Energy
0.20%
Consumer Cyclical
0.10%
Basic Materials
0.10%

Market Cap Distribution

Mega Cap (> $200B): 2.39%Large Cap ($10B - $200B): 0.60%Small Cap ($300M - $2B): 0.10%Micro Cap ($50M - $300M): 0.17%N/A (ETF or Unknown): 96.74%N/A (ETF or Unknown)
Mega Cap (> $200B)
2.39%
Large Cap ($10B - $200B)
0.60%
Small Cap ($300M - $2B)
0.10%
Micro Cap ($50M - $300M)
0.17%
N/A (ETF or Unknown)
96.74%

Portfolio Concentration

Top 10 Holdings %
62.59%
Top 20 Holdings %
79.54%
Top 50 Holdings %
96.57%
Top 100 Holdings %
100.0%

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