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
$1.6B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$54.9M
3
+$43.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$43.7M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$42.6M

Top Sells

1
+$156M
2
+$33.8M
3
+$33.3M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$9.7M
5
MBB icon
iShares MBS ETF
MBB
+$5.91M

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 0.63%
3 Healthcare 0.58%
4 Industrials 0.49%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.6M 0.41%
+97,150
27
$4.91M 0.31%
+62,235
28
$4.58M 0.29%
+111,550
29
$4.03M 0.25%
26,045
30
$3.62M 0.23%
13,274
+1,574
31
$3.43M 0.21%
19,960
32
$2.91M 0.18%
10,157
+4,122
33
$2.47M 0.15%
10,568
+1,966
34
$2.04M 0.13%
5,166
35
$2.04M 0.13%
25,115
-1,000
36
$2.04M 0.13%
6,389
37
$1.86M 0.12%
7,883
38
$1.8M 0.11%
3,562
-575
39
$1.78M 0.11%
+67,200
40
$1.59M 0.1%
9,051
-1,285
41
$1.5M 0.09%
8,047
+2,263
42
$1.41M 0.09%
2,639
+504
43
$1.39M 0.09%
2,016
-48,861
44
$1.39M 0.09%
+24,700
45
$1.38M 0.09%
4,500
46
$1.38M 0.09%
+4,760
47
$1.33M 0.08%
24,184
48
$1.31M 0.08%
4,112
+267
49
$1.29M 0.08%
10,150
+610
50
$1.27M 0.08%
20,102
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