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
$358M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$8.99M
2 +$8.87M
3 +$7.36M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$6.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.28M

Sector Composition

1 Communication Services 10.22%
2 Technology 6.59%
3 Financials 4.68%
4 Consumer Discretionary 4.28%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-907