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
151
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-11,000
152
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-4,802
153
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-2,556
154
– –
-1,031
155
– –
-2,590
156
– –
-7,300
157
– –
-20,000
158
– –
-24,000
159
– –
-2,000
3 4 5 6
7