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
$765M
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$1.01M
2 +$937K
3 +$534K
4
MTD icon
Mettler-Toledo International
MTD
+$520K
5
AFL icon
Aflac
AFL
+$484K

Sector Composition

1 Technology 3.93%
2 Healthcare 1.9%
3 Financials 1.56%
4 Industrials 1.27%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-32,232