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
$1.72B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$538M
2
+$60.2M
3
+$33.3M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$24.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$23.3M

Top Sells

1
+$276M
2
+$185M
3
+$138M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$35.4M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$27.5M

Sector Composition

1 Technology 2.6%
2 Healthcare 1.21%
3 Consumer Discretionary 1.1%
4 Industrials 0.99%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.32M 0.48%
376,210
+1,099
27
$6.42M 0.37%
97,150
28
$6.38M 0.37%
100,833
-5,805
29
$5.92M 0.34%
36,060
+16,100
30
$5.42M 0.32%
145,090
+33,540
31
$5.15M 0.3%
18,405
+5,131
32
$4.92M 0.29%
63,065
+830
33
$4.36M 0.25%
+114,999
34
$4.05M 0.24%
+29,910
35
$3.98M 0.23%
+81,953
36
$3.24M 0.19%
22,293
+15,371
37
$3.2M 0.19%
36,200
-134,300
38
$3.12M 0.18%
14,001
+3,433
39
$3.08M 0.18%
5,395
+1,833
40
$3.07M 0.18%
9,357
+2,968
41
$3.03M 0.18%
6,747
+1,581
42
$2.79M 0.16%
24,334
+18,834
43
$2.55M 0.15%
4,194
+1,555
44
$2.46M 0.14%
12,685
+4,638
45
$2.35M 0.14%
16,420
+6,270
46
$2.26M 0.13%
3,036
+1,020
47
$2.23M 0.13%
13,675
+4,610
48
$2.2M 0.13%
7,505
+2,745
49
$2.12M 0.12%
12,532
+3,481
50
$2.06M 0.12%
3,578
+1,420
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