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
$452M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$919K
2
+$913K
3
+$618K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$450K
5
NFLX icon
Netflix
NFLX
+$394K

Top Sells

1
+$2.5M
2
+$1.69M
3
+$1.66M
4
CMCSA icon
Comcast
CMCSA
+$1.51M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.23M

Sector Composition

1 Technology 13.01%
2 Communication Services 6.44%
3 Financials 5.07%
4 Consumer Discretionary 4.73%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.36M 1.18%
44,099
+1,467
27
$5.08M 1.13%
27,290
-2,337
28
$4.5M 0.99%
142,553
-53,708
29
$4.17M 0.92%
7,277
+515
30
$4M 0.89%
76,152
-4,538
31
$3.56M 0.79%
9,112
+1
32
$3.45M 0.76%
167,648
+580
33
$3.39M 0.75%
10,518
-52
34
$3.3M 0.73%
12,622
+3,514
35
$2.96M 0.65%
3,335
-12
36
$2.95M 0.65%
113,416
-2,496
37
$2.78M 0.62%
36,317
+777
38
$2.63M 0.58%
68,274
-121
39
$2.56M 0.57%
12,159
-11
40
$2.36M 0.52%
19,144
-145
41
$2.36M 0.52%
8,826
-181
42
$2.35M 0.52%
33,207
+1,660
43
$2.3M 0.51%
13,850
+953
44
$2.17M 0.48%
13,393
-180
45
$2.14M 0.47%
6,198
+14
46
$2.03M 0.45%
27,751
-90
47
$2M 0.44%
4,099
+8
48
$1.98M 0.44%
41,324
-21
49
$1.97M 0.43%
11,754
-3
50
$1.95M 0.43%
28,758
+25
1
2
3 4 5