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
51
$1.12M 0.34%
9,060
-3,428
52
$1.1M 0.34%
17,363
+75
53
$1.07M 0.33%
12,266
54
$1.05M 0.32%
3,971
-497
55
$980K 0.3%
2,560
-38
56
$937K 0.29%
98,846
-1,498
57
$909K 0.28%
48,000
58
$905K 0.28%
4,353
-756
59
$903K 0.28%
10,177
-1,360
60
$896K 0.27%
9,810
+95
61
$881K 0.27%
3,307
+305
62
$863K 0.26%
9,781
-2,314
63
$812K 0.25%
28,105
64
$806K 0.25%
3,958
+65
65
$769K 0.24%
6,388
-605
66
$721K 0.22%
2,907
-348
67
$697K 0.21%
1,313
-378
68
$690K 0.21%
1,886
-80
69
$647K 0.2%
43,805
+1,117
70
$628K 0.19%
4,184
-311
71
$620K 0.19%
10,725
-143
72
$617K 0.19%
7,358
+849
73
$551K 0.17%
2,882
-146
74
$533K 0.16%
6,137
-242
75
$533K 0.16%
6,540
1 2
3
4 5