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
$202M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.81M
3 +$1.74M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$332K
5
AMT icon
American Tower
AMT
+$315K

Top Sells

1 +$238K
2 +$224K
3 +$196K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$94.9K
5
UNH icon
UnitedHealth
UNH
+$63.5K

Sector Composition

1 Technology 3.11%
2 Financials 2.4%
3 Consumer Discretionary 1.69%
4 Healthcare 1.46%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$22K 0.01%
10,701
77
-1,911