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
$1.28B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$44.6M
3
+$35.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$34M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$26.4M

Top Sells

1
+$120M
2
+$24.3M
3
+$14.9M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$13.2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$10.3M

Sector Composition

1 Technology 1.48%
2 Healthcare 0.82%
3 Financials 0.75%
4 Industrials 0.47%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.12%
12,533
+3,697
27
$1.55M 0.12%
8,200
-4,025
28
$1.38M 0.11%
9,480
+2,457
29
$1.26M 0.1%
13,628
+908
30
$1.17M 0.09%
6,854
-1,978
31
$1.09M 0.09%
25,140
+14,570
32
$1.09M 0.09%
6,479
-378
33
$987K 0.08%
8,887
+1,134
34
$986K 0.08%
12,499
+3,905
35
$953K 0.07%
+1,705
36
$950K 0.07%
4,129
+722
37
$888K 0.07%
6,125
-2,671
38
$868K 0.07%
15,438
+5,995
39
$790K 0.06%
+7,640
40
$784K 0.06%
5,036
-1,545
41
$759K 0.06%
+1,488
42
$736K 0.06%
+3,345
43
$714K 0.06%
2,325
-90
44
$695K 0.05%
7,394
-250
45
$692K 0.05%
+2,100
46
$689K 0.05%
+2,296
47
$675K 0.05%
20,139
+12,400
48
$674K 0.05%
3,648
+2,097
49
$674K 0.05%
8,110
-1,220
50
$662K 0.05%
+1,700
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