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
$1.1B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Sells

1 +$4.25M
2 +$3.22M
3 +$3M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.98M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$2.66M

Sector Composition

1 Technology 15.45%
2 Financials 14.23%
3 Healthcare 7.67%
4 Communication Services 7.26%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-17,775