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
$706M
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$331M
2
+$45.8M
3
+$30.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$22.6M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$18.6M

Top Sells

1
+$140M
2
+$24.6M
3
+$7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.84M
5
MSFT icon
Microsoft
MSFT
+$1.25M

Sector Composition

1 Technology 2.08%
2 Consumer Discretionary 1.02%
3 Healthcare 0.98%
4 Consumer Staples 0.79%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.18%
7,883
27
$1.26M 0.18%
3,482
-542
28
$1.09M 0.16%
14,831
+559
29
$983K 0.14%
14,143
-3,755
30
$967K 0.14%
24,184
31
$957K 0.14%
20,102
32
$949K 0.13%
15,866
+3,165
33
$911K 0.13%
11,600
-179
34
$906K 0.13%
6,850
+1,049
35
$855K 0.12%
4,500
36
$840K 0.12%
5,975
-968
37
$816K 0.12%
6,900
38
$704K 0.1%
21,700
39
$703K 0.1%
3,095
-45
40
$688K 0.1%
2,504
-798
41
$676K 0.1%
3,996
-571
42
$660K 0.09%
1,516
-169
43
$646K 0.09%
4,716
+725
44
$597K 0.08%
6,097
+331
45
$584K 0.08%
1,974
-288
46
$576K 0.08%
5,385
-233
47
$570K 0.08%
5,116
-1,637
48
$566K 0.08%
2,637
-343
49
$554K 0.08%
2,888
50
$534K 0.08%
2,286
-1,182
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2
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