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
$357M
AUM Growth
-$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$9.5M
2 +$7.77M
3 +$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.25M

Top Sells

1 +$13.5M
2 +$11.2M
3 +$9.78M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.25M

Sector Composition

1 Technology 6.36%
2 Healthcare 4.77%
3 Financials 2.93%
4 Industrials 2.12%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,458
202
-13,139