AA
Aire Advisors Portfolio holdings
AUM
$516M
This Quarter Return
-2.25%
1 Year Return
+17.88%
3 Year Return
+57.84%
5 Year Return
–
10 Year Return
–
AUM
$475M
AUM Growth
+$475M
(-2.2%)
Cap. Flow
+$4.44M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
43.71%
Holding
171
New
5
Increased
47
Reduced
72
Closed
16
Top Buys
Top Sells
| 1 |
iShares Micro-Cap ETF
IWC
|
$1.88M |
| 2 |
Innovator Power Buffer Step-Up Strategy ETF
PSTP
|
$1.42M |
| 3 |
Apple
AAPL
|
$1.41M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$895K |
| 5 |
Microsoft
MSFT
|
$810K |
Sector Composition
| 1 | Technology | 11.69% |
| 2 | Communication Services | 8.81% |
| 3 | Financials | 5.27% |
| 4 | Consumer Discretionary | 4.32% |
| 5 | Healthcare | 1.83% |
