AIA
Angeles Investment Advisors Portfolio holdings
AUM
$1.77B
This Quarter Return
+6.58%
1 Year Return
+17.49%
3 Year Return
+72.51%
5 Year Return
+140.99%
10 Year Return
–
AUM
$2.01B
AUM Growth
+$2.01B
(+17%)
Cap. Flow
+$188M
Cap. Flow
% of AUM
9.37%
Top 10 Holdings %
Top 10 Hldgs %
76.85%
Holding
281
New
39
Increased
100
Reduced
47
Closed
64
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$67.6M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$62.8M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$57.8M |
| 4 |
SPDR SSGA Ultra Short Term Bond ETF
ULST
|
$29.2M |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$22.3M |
Top Sells
Sector Composition
| 1 | Technology | 2.51% |
| 2 | Industrials | 1.44% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Discretionary | 1.05% |
| 5 | Financials | 0.78% |