AA
Aire Advisors Portfolio holdings
AUM
$516M
This Quarter Return
+2.64%
1 Year Return
+17.88%
3 Year Return
+57.84%
5 Year Return
–
10 Year Return
–
AUM
$438M
AUM Growth
+$438M
(-1.2%)
Cap. Flow
-$6M
Cap. Flow
% of AUM
-1.37%
Top 10 Holdings %
Top 10 Hldgs %
44.18%
Holding
170
New
13
Increased
51
Reduced
78
Closed
10
Top Buys
| 1 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$4.83M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$2.6M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$2.5M |
| 4 |
Microsoft
MSFT
|
$1.14M |
| 5 |
Vanguard Health Care ETF
VHT
|
$570K |
Top Sells
Sector Composition
| 1 | Technology | 12.46% |
| 2 | Communication Services | 6.64% |
| 3 | Financials | 4.94% |
| 4 | Consumer Discretionary | 4.53% |
| 5 | Healthcare | 2.08% |
