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
$353M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$2.99M
3 +$2.46M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.33M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.91M

Sector Composition

1 Technology 5.64%
2 Healthcare 4.46%
3 Financials 3.08%
4 Consumer Discretionary 2.13%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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