Alerus Financial Na
CIK Number: 0000919458
1.31B
Market Value
156
# of Holdings
16 months
Avg. Holding Period
33.92%
Win Rate
13.69%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 515.44 | +0.30% | 263.25K | -4.89% | 141.84M | 267.29 | 10.86% |
| 2 | DFAX | Dimensional Wor... | 26.30 | +0.36% | 3.55M | -1.14% | 88.21M | 23.97 | 6.75% |
| 3 | AGG | iShares Core U.... | 98.95 | +0.03% | 789.63K | +1.71% | 76.52M | 109.09 | 5.86% |
| 4 | IXUS | iShares Core MS... | 70.01 | +0.29% | 1.11M | +4.02% | 73.54M | 57.95 | 5.63% |
| 5 | AAPL | Apple Inc. | 223.15 | +0.46% | 213.07K | -11.53% | 53.36M | 85.82 | 4.09% |
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