AIA

Angeles Investment Advisors Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.49%
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$65.5M
3
+$37.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.9M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.11M

Top Sells

1
+$39.4M
2
+$228K
3
+$96.2K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$16K

Sector Composition

1 Technology 1.62%
2 Consumer Discretionary 1.54%
3 Consumer Staples 0.97%
4 Financials 0.9%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$868K 0.21%
6,229
+2,789
27
$828K 0.2%
+5,421
28
$796K 0.2%
2,188
+1,050
29
$789K 0.19%
6,045
30
$762K 0.19%
9,524
+3,563
31
$681K 0.17%
+9,733
32
$675K 0.17%
8,807
+3,166
33
$672K 0.16%
+3,229
34
$616K 0.15%
12,075
35
$592K 0.15%
5,135
+49
36
$579K 0.14%
2,713
+1,520
37
$574K 0.14%
19,000
38
$553K 0.14%
6,866
39
$486K 0.12%
+18,858
40
$426K 0.1%
+1,731
41
$420K 0.1%
1,426
+84
42
$409K 0.1%
4,196
+173
43
$395K 0.1%
+1,493
44
$383K 0.09%
+7,080
45
$381K 0.09%
1,972
+346
46
$372K 0.09%
+4,293
47
$344K 0.08%
+9,899
48
$333K 0.08%
+2,546
49
$329K 0.08%
+5,544
50
$312K 0.08%
+1,061
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