AIA

Angeles Investment Advisors Portfolio holdings

AUM $1.52B
1-Year Est. Return 19.48%
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$21.6M
3
+$16.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.65M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.99%
2 Consumer Staples 1.73%
3 Consumer Discretionary 0.83%
4 Industrials 0.54%
5 Energy 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$359K 0.31%
+2,718
27
$325K 0.28%
+6,583
28
$258K 0.22%
+4,690
29
$230K 0.2%
+2,586
30
$211K 0.18%
+7,900
31
$207K 0.18%
+3,041
32
$201K 0.17%
+5,580
1
2