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
76
$543K 0.19%
3,028
-831
77
$511K 0.18%
6,509
+65
78
$483K 0.17%
12,726
-4,507
79
$483K 0.17%
11,178
+903
80
$472K 0.16%
+5,807
81
$471K 0.16%
11,169
82
$466K 0.16%
+13,848
83
$440K 0.15%
24,000
84
$431K 0.15%
5,003
-291
85
$423K 0.15%
10,578
-1,176
86
$422K 0.15%
3,145
+257
87
$420K 0.14%
10,000
+3,961
88
$377K 0.13%
6,165
-1,115
89
$373K 0.13%
1,772
+163
90
$367K 0.13%
3,819
+92
91
$367K 0.13%
8,392
-1,594
92
$361K 0.12%
11,153
+1,153
93
$357K 0.12%
95,000
94
$357K 0.12%
1,162
-1
95
$347K 0.12%
2,917
-69
96
$341K 0.12%
5,165
+13
97
$328K 0.11%
4,394
+2,232
98
$326K 0.11%
2,000
-81
99
$319K 0.11%
16,872
100
$318K 0.11%
5,500
2 3
4
5 6