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AIA

Alera Investment Advisors Portfolio holdings

AUM $851M
1-Year Est. Return 29.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$13.4M
3
+$12.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.6%
2 Materials 5.34%
3 Financials 4.52%
4 Technology 4.5%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$7K ﹤0.01%
+250
502
$7K ﹤0.01%
+108
503
$7K ﹤0.01%
+50
504
$7K ﹤0.01%
+163
505
$7K ﹤0.01%
+73
506
$7K ﹤0.01%
+62
507
$7K ﹤0.01%
+158
508
$7K ﹤0.01%
+186
509
$7K ﹤0.01%
+174
510
$7K ﹤0.01%
+133
511
$7K ﹤0.01%
+2,632
512
$7K ﹤0.01%
+165
513
$7K ﹤0.01%
+178
514
$7K ﹤0.01%
+91
515
$7K ﹤0.01%
+81
516
$7K ﹤0.01%
+143
517
$7K ﹤0.01%
+141
518
$7K ﹤0.01%
+21
519
$7K ﹤0.01%
+107
520
$7K ﹤0.01%
+130
521
$7K ﹤0.01%
+145
522
$7K ﹤0.01%
+386
523
$7K ﹤0.01%
+612
524
$7K ﹤0.01%
+23
525
$7K ﹤0.01%
+194
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