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
$463M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$1.36M
3
+$1.21M
4
HD icon
Home Depot
HD
+$1.2M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$65.5M
2
+$1.59M
3
+$1.19M
4
MDU icon
MDU Resources
MDU
+$992K
5
AAPL icon
Apple
AAPL
+$654K

Sector Composition

1 Technology 1.51%
2 Consumer Discretionary 1.4%
3 Consumer Staples 1.19%
4 Financials 1.16%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$982K 0.21%
19,000
-2,096
27
$918K 0.2%
3,720
+1,989
28
$904K 0.2%
7,990
29
$899K 0.19%
12,728
+3,921
30
$851K 0.18%
36,843
+17,985
31
$839K 0.18%
2,881
+1,820
32
$824K 0.18%
12,296
+6,752
33
$789K 0.17%
9,114
+4,821
34
$779K 0.17%
5,679
+3,133
35
$779K 0.17%
6,045
36
$741K 0.16%
4,572
+3,248
37
$712K 0.15%
+3,315
38
$690K 0.15%
2,540
+1,047
39
$663K 0.14%
5,631
+3,087
40
$643K 0.14%
4,966
-1,263
41
$603K 0.13%
12,075
42
$559K 0.12%
6,866
43
$545K 0.12%
4,735
-400
44
$541K 0.12%
+2,639
45
$484K 0.1%
7,940
+860
46
$461K 0.1%
+2,888
47
$440K 0.1%
2,944
+1,311
48
$437K 0.09%
2,103
-610
49
$426K 0.09%
1,426
50
$400K 0.09%
13,715
+5,031
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