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AA

Aire Advisors Portfolio holdings

AUM $547M
1-Year Est. Return 20.34%
This Fund
S&P 500
This Quarter Est. Return
+2.06%
1 Year Est. Return
+20.34%
3 Year Est. Return
+60.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$547M
AUM Growth
-$3.86M
Cap. Flow
-$12.2M
Cap. Flow %
-2.23%
Top 10 Hldgs %
43.85%
Holding
176
New
8
Increased
81
Reduced
46
Closed
22

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$749K
2
ETN icon
Eaton
ETN
+$433K
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$381K
4
NKLR
Terra Innovatum Global N.V.
NKLR
+$296K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$285K

Top Sells

1
BAC icon
Bank of America
BAC
+$1.41M
2
KGC icon
Kinross Gold
KGC
+$1.37M
3
NVDA icon
NVIDIA
NVDA
+$1.01M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$896K
5
AMZN icon
Amazon
AMZN
+$888K

Sector Composition

1 Technology 12.67%
2 Communication Services 7.67%
3 Financials 4.48%
4 Consumer Discretionary 4.45%
5 Healthcare 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NBIS
176
Nebius Group N.V.
NBIS
$49.3B
– –
-1,993
Closed -$224K
4 5 6 7
8

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DAM
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