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
$486M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$1.87M
3
+$1.72M
4
COST icon
Costco
COST
+$1.27M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.21M

Top Sells

1
+$1.8M
2
+$616K
3
+$322K
4
PSTP icon
Innovator Power Buffer Step-Up Strategy ETF
PSTP
+$266K
5
HEI icon
HEICO Corp
HEI
+$209K

Sector Composition

1 Technology 13.72%
2 Communication Services 8.74%
3 Consumer Discretionary 5.07%
4 Financials 4.97%
5 Healthcare 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.19M 0.45%
33,659
+452
52
$2.15M 0.44%
28,518
+767
53
$1.88M 0.39%
14,416
-4,728
54
$1.87M 0.39%
3,195
+524
55
$1.86M 0.38%
12,851
-542
56
$1.86M 0.38%
12,825
+2,764
57
$1.84M 0.38%
41,707
+383
58
$1.76M 0.36%
28,956
+198
59
$1.72M 0.35%
75,398
+45,316
60
$1.63M 0.34%
2,110
+132
61
$1.61M 0.33%
29,668
-731
62
$1.58M 0.32%
39,843
-1,407
63
$1.37M 0.28%
13,650
64
$1.33M 0.27%
27,784
+105
65
$1.3M 0.27%
4,103
-17
66
$1.23M 0.25%
6,192
-121
67
$1.19M 0.24%
3,047
+102
68
$1.11M 0.23%
17,875
+1,164
69
$1.11M 0.23%
10,287
+4,408
70
$1.09M 0.22%
6,544
+428
71
$1.08M 0.22%
3,722
+143
72
$1.06M 0.22%
4,023
+495
73
$1.03M 0.21%
97,390
+39,712
74
$1.01M 0.21%
3,488
+1,501
75
$945K 0.19%
11,156
+23
1 2
3
4 5