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
$1.39B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$7.52M
3 +$5.11M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.75M
5
FAST icon
Fastenal
FAST
+$2.83M

Top Sells

1 +$11.9M
2 +$8.91M
3 +$4.72M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.37M
5
WING icon
Wingstop
WING
+$3.92M

Sector Composition

1 Technology 19.33%
2 Financials 12.63%
3 Industrials 5.83%
4 Communication Services 5.73%
5 Healthcare 5.12%