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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
-2.47%
1 Year Est. Return
+20.34%
3 Year Est. Return
+60.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$373M
AUM Growth
-$6.66M
(-1.8%)
Cap. Flow
+$4.33M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
42.63%
Holding
147
New
10
Increased
59
Reduced
46
Closed
7
Top Buys
| 1 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.36M |
| 2 |
Avantis US Large Cap Value ETF
AVLV
|
+$1.27M |
| 3 |
Dimensional International Small Cap ETF
DFIS
|
+$1.17M |
| 4 |
Innovator Power Buffer Step-Up Strategy ETF
PSTP
|
+$1.12M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$1.11M |
Top Sells
Sector Composition
| 1 | Communication Services | 10.63% |
| 2 | Technology | 7.27% |
| 3 | Financials | 4.91% |
| 4 | Consumer Discretionary | 4.02% |
| 5 | Healthcare | 2.05% |
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