AA
Aire Advisors Portfolio holdings
AUM
$516M
1-Year Return
17.88%
This Quarter Return
+9.98%
1 Year Return
+17.88%
3 Year Return
+57.84%
5 Year Return
–
10 Year Return
–
AUM
$403M
AUM Growth
+$30M
(+8%)
Cap. Flow
-$4.79M
Cap. Flow
% of AUM
-1.19%
Top 10 Holdings %
Top 10 Hldgs %
42.93%
Holding
157
New
17
Increased
46
Reduced
67
Closed
9
Top Buys
Top Sells
| 1 |
Liberty Global Class C
LBTYK
|
$1.96M |
| 2 |
Dimensional International Small Cap ETF
DFIS
|
$1.62M |
| 3 |
Xtrackers International Real Estate ETF
HAUZ
|
$1.32M |
| 4 |
Global X US Preferred ETF
PFFD
|
$1.24M |
| 5 |
Liberty Broadband Class C
LBRDK
|
$1.07M |
Sector Composition
| 1 | Communication Services | 8.74% |
| 2 | Technology | 7.64% |
| 3 | Financials | 4.81% |
| 4 | Consumer Discretionary | 4.65% |
| 5 | Healthcare | 2.06% |
