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AF

Alerus Financial Portfolio holdings

AUM $2.02B
1-Year Est. Return 26.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$96.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$26.9M
3
+$10.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.02M
5
EQIX icon
Equinix
EQIX
+$6.95M

Top Sells

1
+$28.2M
2
+$11.5M
3
+$10.6M
4
ORCL icon
Oracle
ORCL
+$9.11M
5
BABA icon
Alibaba
BABA
+$8.96M

Sector Composition

1 Technology 16.11%
2 Financials 11.85%
3 Healthcare 6.23%
4 Communication Services 6.13%
5 Consumer Discretionary 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
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