AIA
Angeles Investment Advisors Portfolio holdings
AUM
$1.77B
This Quarter Return
+0.02%
1 Year Return
+17.49%
3 Year Return
+72.51%
5 Year Return
+140.99%
10 Year Return
–
AUM
$1.72B
AUM Growth
+$1.72B
(+7.3%)
Cap. Flow
+$135M
Cap. Flow
% of AUM
7.86%
Top 10 Holdings %
Top 10 Hldgs %
75.48%
Holding
250
New
126
Increased
80
Reduced
19
Closed
9
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$538M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$60.2M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$33.3M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$24.2M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$23.3M |
Top Sells
Sector Composition
| 1 | Technology | 2.6% |
| 2 | Industrials | 1.75% |
| 3 | Healthcare | 1.21% |
| 4 | Consumer Discretionary | 1.1% |
| 5 | Financials | 0.88% |
