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
101
$324K 0.1%
5,968
+18
102
$322K 0.1%
1,789
-211
103
$319K 0.1%
+907
104
$308K 0.09%
8,982
+116
105
$302K 0.09%
11,431
+955
106
$286K 0.09%
15,042
+42
107
$277K 0.08%
1,596
-98
108
$276K 0.08%
9,370
-600
109
$276K 0.08%
5,390
110
$268K 0.08%
553
-169
111
$268K 0.08%
6,849
-5,877
112
$253K 0.08%
5,185
+12
113
$252K 0.08%
+5,000
114
$251K 0.08%
1,699
-148
115
$246K 0.08%
4,213
116
$246K 0.08%
1,413
-449
117
$244K 0.07%
10,050
+457
118
$242K 0.07%
1,214
-158
119
$233K 0.07%
1,121
-59
120
$232K 0.07%
4,800
+20
121
$220K 0.07%
+1,991
122
$218K 0.07%
2,192
-759
123
$217K 0.07%
+2,626
124
$215K 0.07%
6,098
+6
125
$210K 0.06%
+7,063
2 3 4
5
6