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
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$12.4M
3 +$11.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.7M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.6%
2 Materials 5.35%
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
576
$5K ﹤0.01%
+174
577
$5K ﹤0.01%
+1,163
578
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+59
579
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581
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582
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583
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585
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591
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597
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598
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599
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+151
600
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+115