AIA

Angeles Investment Advisors Portfolio holdings

AUM $1.5B
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$65.3M
2
+$62.9M
3
+$58.1M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$29.3M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$22.3M

Top Sells

1
+$59.9M
2
+$36.8M
3
+$19.4M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$8.48M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.36M

Sector Composition

1 Technology 2.51%
2 Healthcare 1.18%
3 Consumer Discretionary 1.05%
4 Financials 0.78%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
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