AA

Aire Advisors Portfolio holdings

AUM $551M
1-Year Est. Return 19.45%
This Quarter Est. Return
1 Year Est. Return
+19.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$316K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$2.54M
3
+$2.07M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.97M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.83M

Top Sells

1
+$1.26M
2
+$622K
3
+$585K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$488K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$384K

Sector Composition

1 Communication Services 9.99%
2 Technology 7.17%
3 Financials 6.22%
4 Consumer Discretionary 4.85%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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