AF
Alerus Financial Portfolio holdings
AUM
$1.97B
1-Year Est. Return
22.6%
1 Year Est. Return
+22.6%
AUM
$1.97B
AUM Growth
+$577M
(+42%)
Holding
577
Top Buys
| 1 | +$304M | |
| 2 | +$152M | |
| 3 | +$71.5M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$9.6M |
| 5 |
J.M. Smucker
SJM
|
+$6.65M |
Top Sells
| 1 | +$74.2M | |
| 2 | +$8.35M | |
| 3 | +$5.95M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$3.55M |
| 5 |
Apple
AAPL
|
+$2.92M |
Sector Composition
| 1 | Technology | 15.73% |
| 2 | Financials | 9.53% |
| 3 | Communication Services | 4.45% |
| 4 | Industrials | 4.39% |
| 5 | Healthcare | 3.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SOBO
576
South Bow Corp
SOBO
$5.66B
| – | – |
-180
|
|
||
577
iShares Russell 2000 Value ETF
IWN
$12.4B
| – | – |
-45
|
|