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
876
$1K ﹤0.01%
+13
877
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+31
878
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+52
879
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880
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+49
881
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882
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+18
883
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884
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885
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886
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+45
887
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888
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889
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890
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891
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893
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894
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895
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+44
896
$1K ﹤0.01%
+74
897
$1K ﹤0.01%
+17
898
$1K ﹤0.01%
+47
899
$1K ﹤0.01%
+24
900
$1K ﹤0.01%
+15
34 35
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