AA
Aire Advisors Portfolio holdings
AUM
$516M
1-Year Return
17.88%
This Quarter Return
+7.73%
1 Year Return
+17.88%
3 Year Return
+57.84%
5 Year Return
–
10 Year Return
–
AUM
$327M
AUM Growth
+$37.1M
(+13%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
6%
Top 10 Holdings %
Top 10 Hldgs %
47.94%
Holding
147
New
7
Increased
50
Reduced
56
Closed
8
Top Buys
| 1 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$2.28M |
| 2 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$2.23M |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$2.01M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.85M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.74M |
Top Sells
| 1 |
Franklin Senior Loan ETF
FLBL
|
$1.7M |
| 2 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$952K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$553K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$472K |
| 5 |
Tesla
TSLA
|
$422K |
Sector Composition
| 1 | Communication Services | 9.97% |
| 2 | Technology | 5.5% |
| 3 | Financials | 5.44% |
| 4 | Consumer Discretionary | 4.23% |
| 5 | Healthcare | 2.71% |
