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
$365M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$3.28M
2 +$1.02M
3 +$819K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$751K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$579K

Sector Composition

1 Technology 3.35%
2 Financials 1.1%
3 Consumer Discretionary 1.01%
4 Healthcare 0.95%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-999
102
-1,562
103
-18,653
104
-5,563