AIA

Alera Investment Advisors Portfolio holdings

AUM $851M
1-Year Est. Return 29.76%
This Quarter Est. Return
1 Year Est. Return
+29.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,440
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$3.52M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.14M

Top Sells

1
+$7.5M
2
+$2.23M
3
+$2.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.8M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$987K

Sector Composition

1 Technology 3.71%
2 Financials 3.41%
3 Healthcare 2.68%
4 Consumer Discretionary 2.11%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K 0.01%
242
+40
427
$12K 0.01%
1,095
-26
428
$12K 0.01%
278
+20
429
$12K 0.01%
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430
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914
431
$12K 0.01%
82
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432
$12K 0.01%
306
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433
$12K 0.01%
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434
$11K 0.01%
217
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435
$11K 0.01%
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$11K 0.01%
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440
$11K 0.01%
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441
$11K 0.01%
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442
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$11K 0.01%
590
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450
$11K 0.01%
398
-234
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