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
$423M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$19.4M
3
+$7.98M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$10.3M
2
+$8.52M
3
+$882K
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$689K
5
GGG icon
Graco
GGG
+$592K

Sector Composition

1 Technology 4.73%
2 Healthcare 3.88%
3 Financials 3.1%
4 Industrials 1.82%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$30.7K 0.01%
10,808
-373
177
– –
-6,202
178
– –
-7,213
179
– –
-3,704
180
– –
-9,879
181
– –
-21,073
182
– –
-10,717
183
– –
-15,013
184
– –
-2,005
185
– –
-24,200
4 5 6 7
8