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
$1.29B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$241M
2
+$125M
3
+$111M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$103M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$30.4M

Top Sells

1
+$241M
2
+$110M
3
+$50.5M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$50.2M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$27.8M

Sector Composition

1 Technology 1.98%
2 Consumer Discretionary 0.71%
3 Healthcare 0.69%
4 Consumer Staples 0.5%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.16%
26,115
-1,825
27
$1.95M 0.15%
6,389
-2,222
28
$1.91M 0.15%
10,336
+5,220
29
$1.89M 0.15%
4,137
+80
30
$1.82M 0.14%
5,166
31
$1.82M 0.14%
8,602
+1,558
32
$1.69M 0.13%
7,883
33
$1.55M 0.12%
6,035
+3,480
34
$1.29M 0.1%
24,184
35
$1.27M 0.1%
10,715
+1,210
36
$1.23M 0.1%
9,267
+431
37
$1.22M 0.09%
20,102
38
$1.2M 0.09%
14,143
-5,990
39
$1.15M 0.09%
+11,657
40
$1.15M 0.09%
9,540
+1,600
41
$1.12M 0.09%
3,845
+350
42
$1.11M 0.09%
4,500
43
$1.08M 0.08%
6,519
+1,134
44
$1.08M 0.08%
9,730
+1,480
45
$971K 0.08%
2,442
46
$969K 0.08%
+12,460
47
$939K 0.07%
12,767
-818
48
$932K 0.07%
14,568
49
$911K 0.07%
5,784
-675
50
$902K 0.07%
2,827
-344,502
1
2
3 4 5