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
$327M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.23M
3
+$2.01M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.85M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.74M

Top Sells

1
+$1.7M
2
+$952K
3
+$553K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$472K
5
TSLA icon
Tesla
TSLA
+$422K

Sector Composition

1 Communication Services 9.97%
2 Technology 5.5%
3 Financials 5.44%
4 Consumer Discretionary 4.23%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 0.87%
58,026
-19,412
27
$2.8M 0.86%
144,000
28
$2.72M 0.83%
10,364
-273
29
$2.49M 0.76%
10,385
+6,698
30
$2.46M 0.75%
112,723
+11,520
31
$2.4M 0.73%
105,601
+55,387
32
$2.38M 0.73%
167,324
+55,264
33
$2.33M 0.71%
70,943
+60,954
34
$2.32M 0.71%
27,606
-2,109
35
$2.21M 0.68%
12,325
-799
36
$1.99M 0.61%
8,321
-1,709
37
$1.96M 0.6%
89,067
+30,588
38
$1.88M 0.57%
6,253
-28
39
$1.79M 0.55%
11,276
-126
40
$1.77M 0.54%
31,258
+3,281
41
$1.76M 0.54%
28,298
+16,673
42
$1.71M 0.52%
56,361
43
$1.61M 0.49%
29,848
+15,940
44
$1.59M 0.49%
8,116
+64
45
$1.51M 0.46%
11,287
-393
46
$1.5M 0.46%
46,395
+1,373
47
$1.22M 0.37%
11,832
+3,527
48
$1.22M 0.37%
27,883
-1,918
49
$1.16M 0.36%
37,519
+10,104
50
$1.13M 0.34%
2,467
-43
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2
3 4 5