AIAI
Aventus Investment Advisors, Inc. Portfolio holdings
AUM
$117M
1 Year Est. Return
–
AUM
$117M
AUM Growth
+$5.98M
(+5.4%)
Holding
163
Top Buys
| 1 | +$158K | |
| 2 | +$138K | |
| 3 | +$77.5K | |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$59.2K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$54.8K |
Top Sells
| 1 | +$266K | |
| 2 | +$226K | |
| 3 | +$107K | |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$82.4K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$76.7K |
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Communication Services | 2.5% |
| 3 | Consumer Discretionary | 1.99% |
| 4 | Financials | 0.71% |
| 5 | Industrials | 0.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
T-Mobile US
TMUS
$244B
| – | – |
0
|
|
||
152
Super Micro Computer
SMCI
$28.7B
| – | – |
-374
|
|
||
153
Schwab US Broad Market ETF
SCHB
$37.9B
| – | – |
-142
|
|
||
154
Palantir
PLTR
$438B
| – | – |
-783
|
|
||
155
McDonald's
MCD
$218B
| – | – |
-12
|
|
||
156
iShares Russell Mid-Cap Growth ETF
IWP
$20.9B
| – | – |
-1
|
|
||
157
InvenTrust Properties
IVT
$2.24B
| – | – |
0
|
|
||
158
Gilead Sciences
GILD
$150B
| – | – |
-10
|
|
||
159
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.7B
| – | – |
-93
|
|
||
160
Duke Energy
DUK
$99B
| – | – |
0
|
|
||
161
Blackstone
BX
$121B
| – | – |
-140
|
|
||
162
iShares Core Moderate Allocation ETF
AOM
$1.62B
| – | – |
-470
|
|
||
163
American Airlines Group
AAL
$9.1B
| – | – |
-31
|
|