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AIA

Angeles Investment Advisors Portfolio holdings

AUM $1.49B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$89.3M
2
+$51.3M
3
+$28.8M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$13.6M
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$2.89M

Top Sells

1
+$131M
2
+$103M
3
+$59.7M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$39.3M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$38.4M

Sector Composition

1 Materials 0.54%
2 Industrials 0.36%
3 Utilities 0.3%
4 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60.5K ﹤0.01%
1,133
27
$40.3K ﹤0.01%
432
28
$26K ﹤0.01%
259
29
$8.41K ﹤0.01%
23
30
$6.32K ﹤0.01%
200
-200
31
– –
-1,665,780
32
– –
-366,000
33
– –
-77,680
34
– –
-989,520
35
– –
-1,048,000
1
2