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
$607M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Sells

1 +$2.58M
2 +$2.25M
3 +$1.78M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.44M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.01M

Sector Composition

1 Technology 4.16%
2 Healthcare 2.42%
3 Financials 2.02%
4 Consumer Discretionary 1.34%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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150
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6,455
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