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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
+6.08%
1 Year Est. Return
+20.34%
3 Year Est. Return
+60.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$380M
AUM Growth
+$21.9M
(+6.1%)
Cap. Flow
+$2.57M
Cap. Flow
% of AUM
0.68%
Top 10 Holdings %
Top 10 Hldgs %
42.13%
Holding
142
New
6
Increased
58
Reduced
47
Closed
5
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.58M |
| 2 |
Avantis US Large Cap Value ETF
AVLV
|
+$1.52M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.18M |
| 4 |
Dimensional International Small Cap ETF
DFIS
|
+$963K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$872K |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
+$1.59M |
| 2 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$1.41M |
| 3 |
Texas Roadhouse
TXRH
|
+$1.1M |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$837K |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$585K |
Sector Composition
| 1 | Communication Services | 10% |
| 2 | Technology | 7.54% |
| 3 | Financials | 4.87% |
| 4 | Consumer Discretionary | 4.41% |
| 5 | Healthcare | 1.87% |
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