AA

Aire Advisors Portfolio holdings

AUM $547M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.43%
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
+$3.55M
2
+$2.61M
3
+$1.88M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.61M
5
TSLA icon
Tesla
TSLA
+$1.41M

Top Sells

1
+$332K
2
+$322K
3
+$292K
4
BCML icon
BayCom
BCML
+$279K
5
PG icon
Procter & Gamble
PG
+$259K

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
151
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152
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154
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-2,975
155
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-20,000
156
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-1,803
157
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-11,000
158
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-4,802
159
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-2,556
3 4 5 6
7