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
$290M
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.03M
3
+$1.45M
4
TSLA icon
Tesla
TSLA
+$1.34M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.3M

Top Sells

1
+$332K
2
+$322K
3
+$292K
4
PG icon
Procter & Gamble
PG
+$259K
5
BCML icon
BayCom
BCML
+$254K

Sector Composition

1 Communication Services 10.35%
2 Technology 6.74%
3 Consumer Discretionary 5.86%
4 Financials 5.62%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$969K 0.33%
17,288
-712
52
$949K 0.33%
6,993
-913
53
$928K 0.32%
2,598
+35
54
$908K 0.31%
5,109
-800
55
$890K 0.31%
9,715
-308
56
$868K 0.3%
27,415
+2,952
57
$855K 0.29%
1,691
+170
58
$803K 0.28%
3,002
-90
59
$786K 0.27%
28,105
+12,225
60
$771K 0.27%
8,305
+5,977
61
$748K 0.26%
+48,000
62
$732K 0.25%
3,893
+186
63
$728K 0.25%
3,255
-69
64
$701K 0.24%
+13,908
65
$691K 0.24%
42,688
-5,642
66
$657K 0.23%
6,540
+2,500
67
$650K 0.22%
+11,625
68
$636K 0.22%
1,966
69
$615K 0.21%
10,868
+4,459
70
$611K 0.21%
4,495
+271
71
$605K 0.21%
3,687
-93
72
$602K 0.21%
6,379
-963
73
$597K 0.21%
3,858
-448
74
$577K 0.2%
47,560
-4,350
75
$549K 0.19%
1,987
+146
1 2
3
4 5