AA

Aire Advisors Portfolio holdings

AUM $551M
1-Year Est. Return 19.45%
This Quarter Est. Return
1 Year Est. Return
+19.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.46M
3
+$1.39M
4
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$1.09M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$866K

Top Sells

1
+$1.96M
2
+$1.62M
3
+$1.32M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$1.24M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.07M

Sector Composition

1 Communication Services 8.74%
2 Technology 7.64%
3 Financials 4.81%
4 Consumer Discretionary 4.65%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,442
152
– –
-5,161
153
– –
-6,500
154
– –
-813
155
– –
-4,394
156
– –
-40,000
157
– –
-1,177
3 4 5 6
7