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
$2.08B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$72.2M
3
+$58.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$37M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.4M

Top Sells

1
+$81.4M
2
+$34.1M
3
+$30.7M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.5M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$11M

Sector Composition

1 Technology 1.29%
2 Financials 0.72%
3 Materials 0.72%
4 Healthcare 0.45%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.97M 0.19%
83,047
-7,360
27
$3.73M 0.18%
27,790
-13,976
28
$3.23M 0.16%
14,702
-6,980
29
$2.99M 0.14%
44,000
30
$2.11M 0.1%
77,680
-38,055
31
$1.83M 0.09%
9,691
-1,114
32
$1.78M 0.09%
15,185
-265
33
$1.68M 0.08%
8,518
-797
34
$1.66M 0.08%
37,628
-10,916
35
$1.49M 0.07%
2,538
-1,446
36
$1.47M 0.07%
15,155
-14,145
37
$1.36M 0.07%
8,106
-208
38
$1.3M 0.06%
5,416
+17
39
$1.29M 0.06%
5,559
-433
40
$1.2M 0.06%
7,842
-91
41
$1.2M 0.06%
2,961
-60
42
$1.12M 0.05%
2,510
+24
43
$1.06M 0.05%
1,810
44
$1.05M 0.05%
16,873
-1,162
45
$1.02M 0.05%
25,607
-228
46
$994K 0.05%
4,402
+1,757
47
$962K 0.05%
1,513
48
$958K 0.05%
1,800
49
$950K 0.05%
6,558
-293
50
$933K 0.04%
2,790
+17
1
2
3 4 5