AF

Alerus Financial Portfolio holdings

AUM $1.39B
1-Year Est. Return 21.28%
This Quarter Est. Return
1 Year Est. Return
+21.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$619M
AUM Growth
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$8.37M
2 +$4.21M
3 +$4.08M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.6M
5
PYPL icon
PayPal
PYPL
+$2.87M

Top Sells

1 +$8.02M
2 +$5.17M
3 +$4.47M
4
UNH icon
UnitedHealth
UNH
+$3.26M
5
MET icon
MetLife
MET
+$3.12M

Sector Composition

1 Healthcare 10%
2 Technology 9.02%
3 Financials 9%
4 Communication Services 6.93%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-26,518
127
-10,350
128
-73,389