AIA
Alera Investment Advisors Portfolio holdings
AUM
$851M
1-Year Return
29.76%
This Quarter Return
-4.96%
1 Year Return
+29.76%
3 Year Return
+28.92%
5 Year Return
+81.82%
10 Year Return
–
AUM
$437M
AUM Growth
+$72M
(+20%)
Cap. Flow
+$91.6M
Cap. Flow
% of AUM
20.97%
Top 10 Holdings %
Top 10 Hldgs %
60.1%
Holding
190
New
91
Increased
58
Reduced
21
Closed
6
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$8.78M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$5.59M |
| 3 |
Microsoft
MSFT
|
$3.02M |
| 4 |
Apple
AAPL
|
$2.48M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$2.13M |
Top Sells
Sector Composition
| 1 | Technology | 6.87% |
| 2 | Healthcare | 3.87% |
| 3 | Financials | 2.91% |
| 4 | Consumer Discretionary | 2.25% |
| 5 | Industrials | 2.07% |
