AA
Aire Advisors Portfolio holdings
AUM
$516M
This Quarter Return
-3.13%
1 Year Return
+17.88%
3 Year Return
+57.84%
5 Year Return
–
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(+21%)
Cap. Flow
+$59.1M
Cap. Flow
% of AUM
21.08%
Top 10 Holdings %
Top 10 Hldgs %
47.05%
Holding
150
New
41
Increased
82
Reduced
18
Closed
3
Top Buys
| 1 |
Texas Roadhouse
TXRH
|
$6.15M |
| 2 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$5.58M |
| 3 |
Franklin Senior Loan ETF
FLBL
|
$4.97M |
| 4 |
iShares Convertible Bond ETF
ICVT
|
$4.8M |
| 5 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$4.12M |
Top Sells
Sector Composition
| 1 | Technology | 9.08% |
| 2 | Financials | 8% |
| 3 | Consumer Discretionary | 5.38% |
| 4 | Communication Services | 4.47% |
| 5 | Healthcare | 3.05% |
