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
$991M
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$372M
2
+$136M
3
+$50.5M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$27.8M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$17M

Top Sells

1
+$440M
2
+$41.4M
3
+$6.42M
4
MBB icon
iShares MBS ETF
MBB
+$4.64M
5
AMT icon
American Tower
AMT
+$479K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 1.04%
3 Healthcare 0.91%
4 Consumer Staples 0.72%
5 Financials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.17%
14,200
+6,825
27
$1.67M 0.17%
7,883
28
$1.54M 0.16%
7,044
+825
29
$1.25M 0.13%
24,184
30
$1.25M 0.13%
8,836
+1,885
31
$1.23M 0.12%
4,500
32
$1.17M 0.12%
20,102
33
$1.07M 0.11%
6,459
+423
34
$1.06M 0.11%
13,585
-74
35
$1.05M 0.11%
2,105
+269
36
$1.04M 0.1%
9,505
+1,245
37
$934K 0.09%
8,250
+1,850
38
$930K 0.09%
3,495
+1,695
39
$927K 0.09%
5,116
40
$919K 0.09%
6,200
41
$917K 0.09%
2,442
+473
42
$898K 0.09%
7,500
43
$887K 0.09%
2,827
+977
44
$849K 0.09%
1,740
+1,115
45
$845K 0.09%
3,095
46
$833K 0.08%
1,865
+945
47
$833K 0.08%
3,630
+2,350
48
$792K 0.08%
+8,460
49
$788K 0.08%
2,470
+370
50
$775K 0.08%
7,940
+2,160
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