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
$452M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$919K
2
+$913K
3
+$618K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$450K
5
NFLX icon
Netflix
NFLX
+$394K

Top Sells

1
+$2.5M
2
+$1.69M
3
+$1.66M
4
CMCSA icon
Comcast
CMCSA
+$1.51M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.23M

Sector Composition

1 Technology 13.01%
2 Communication Services 6.44%
3 Financials 5.07%
4 Consumer Discretionary 4.73%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37.9K 0.01%
+12,500
152
$431 ﹤0.01%
13,065
153
– –
-3,206
154
– –
-31,680
155
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-14,661
156
– –
-14,857
157
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-18,957
158
– –
-4,386
159
– –
-17,493
160
– –
-1,479
161
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-11,696
162
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-12,023
163
– –
-49,636
164
– –
-10,000
3 4 5 6
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