AA

Aire Advisors Portfolio holdings

AUM $516M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$17M
3
+$16.5M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$14.5M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$12.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.54%
2 Financials 7.93%
3 Consumer Discretionary 3.35%
4 Communication Services 3.23%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.09%
+1,090
102
$205K 0.09%
+3,616
103
$153K 0.07%
+14,500
104
$125K 0.05%
+10,000
105
$68K 0.03%
+11,000
106
$45K 0.02%
+12,000
107
$39K 0.02%
+10,000
108
$17K 0.01%
+10,000
109
$4K ﹤0.01%
+2,000
1 2 3 4
5