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
$497M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$2.38M
3
+$1.02M
4
ISRG icon
Intuitive Surgical
ISRG
+$893K
5
AAPL icon
Apple
AAPL
+$825K

Top Sells

1
+$40.4M
2
+$437K
3
+$344K
4
SHW icon
Sherwin-Williams
SHW
+$338K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$311K

Sector Composition

1 Technology 2.47%
2 Healthcare 1.35%
3 Consumer Discretionary 1.3%
4 Consumer Staples 1.23%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$508K 0.1%
2,888
52
$488K 0.1%
7,280
+2,100
53
$473K 0.1%
+3,921
54
$461K 0.09%
1,426
55
$455K 0.09%
2,944
56
$428K 0.09%
+4,545
57
$405K 0.08%
+7,316
58
$373K 0.08%
4,738
+1,642
59
$362K 0.07%
5,645
+62
60
$351K 0.07%
7,038
+346
61
$320K 0.06%
3,766
+282
62
$306K 0.06%
+2,074
63
$291K 0.06%
6,937
64
$287K 0.06%
5,338
+495
65
$285K 0.06%
+970
66
$281K 0.06%
+7,500
67
$280K 0.06%
1,071
-45
68
$276K 0.06%
3,164
-309
69
$274K 0.06%
1,421
+31
70
$269K 0.05%
10,362
71
$269K 0.05%
831
72
$268K 0.05%
1,259
73
$261K 0.05%
+2,573
74
$252K 0.05%
+1,478
75
$231K 0.05%
+594
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3
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