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
$165M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$6.47M
3
+$3.32M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.15M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.13M

Top Sells

1
+$19.5M
2
+$11.8M
3
+$3.16M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.66M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.52M

Sector Composition

1 Technology 3%
2 Consumer Discretionary 1.31%
3 Financials 1.29%
4 Healthcare 0.79%
5 Materials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,307
77
– –
-1,456
78
– –
-1,944
1 2 3
4