AIA

Alerus Investment Advisors Portfolio holdings

AUM $575M
1-Year Est. Return 0.66%
This Quarter Est. Return
1 Year Est. Return
+0.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$590M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$2.95M
2 +$2.02M
3 +$1.77M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.75M
5
ETN icon
Eaton
ETN
+$1.53M

Sector Composition

1 Technology 10.6%
2 Financials 9.48%
3 Healthcare 8.87%
4 Industrials 5.52%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$8K ﹤0.01%
+174
152
$6K ﹤0.01%
405
153
$6K ﹤0.01%
136
154
$5K ﹤0.01%
325
155
$4K ﹤0.01%
100
156
$4K ﹤0.01%
742
157
$3K ﹤0.01%
59
158
$0 ﹤0.01%
19
159
$0 ﹤0.01%
+10,000