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
76
$528K 0.16%
9,516
+4,487
77
$512K 0.16%
4,641
-362
78
$502K 0.15%
11,209
+40
79
$490K 0.15%
1,554
-433
80
$480K 0.15%
2,830
-1,028
81
$472K 0.14%
10,000
82
$470K 0.14%
4,444
+625
83
$466K 0.14%
9,858
-1,320
84
$465K 0.14%
31,810
-15,750
85
$455K 0.14%
2,844
-301
86
$434K 0.13%
5,312
-853
87
$430K 0.13%
11,000
-153
88
$422K 0.13%
24,076
+76
89
$410K 0.13%
7,849
+68
90
$406K 0.12%
20,072
+3,200
91
$394K 0.12%
2,816
-101
92
$389K 0.12%
95,000
93
$380K 0.12%
5,500
94
$374K 0.11%
7,896
-2,682
95
$362K 0.11%
35,000
96
$362K 0.11%
1,898
-424
97
$355K 0.11%
4,928
-237
98
$335K 0.1%
1,587
-185
99
$333K 0.1%
4,394
100
$324K 0.1%
6,373
-2,019
2 3
4
5 6