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AA

Aire Advisors Portfolio holdings

AUM $547M
1-Year Est. Return 20.34%
This Fund
S&P 500
This Quarter Est. Return
-0.68%
1 Year Est. Return
+20.34%
3 Year Est. Return
+60.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$547M
AUM Growth
-$249K
Cap. Flow
+$7.72M
Cap. Flow %
1.41%
Top 10 Hldgs %
43.53%
Holding
175
New
21
Increased
84
Reduced
40
Closed
8

Top Buys

1
FPS
Forgent Power Solutions
FPS
+$1.16M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$679K
3
VSNT
Versant Media Group
VSNT
+$666K
4
GS icon
Goldman Sachs
GS
+$491K
5
VUG icon
Vanguard Growth ETF
VUG
+$415K

Top Sells

1
TXRH icon
Texas Roadhouse
TXRH
+$718K
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$577K
3
AAPL icon
Apple
AAPL
+$335K
4
COST icon
Costco
COST
+$334K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$308K

Sector Composition

1 Technology 11.55%
2 Communication Services 7.57%
3 Financials 4.25%
4 Consumer Discretionary 3.94%
5 Healthcare 1.71%

No holdings matched the selected filter criteria.

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