AA
Aire Advisors Portfolio holdings
AUM
$516M
This Quarter Return
+6.76%
1 Year Return
+17.88%
3 Year Return
+57.84%
5 Year Return
–
10 Year Return
–
AUM
$231M
AUM Growth
–
Cap. Flow
+$231M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.38%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$19.7M |
| 2 |
Vanguard Value ETF
VTV
|
$17M |
| 3 |
Apple
AAPL
|
$16.5M |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$14.5M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$12.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.54% |
| 2 | Financials | 7.93% |
| 3 | Consumer Discretionary | 3.35% |
| 4 | Communication Services | 3.23% |
| 5 | Healthcare | 3.08% |
