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
$706M
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$331M
2
+$45.8M
3
+$30.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$22.6M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$18.6M

Top Sells

1
+$140M
2
+$24.6M
3
+$7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.84M
5
MSFT icon
Microsoft
MSFT
+$1.25M

Sector Composition

1 Technology 2.08%
2 Consumer Discretionary 1.02%
3 Healthcare 0.98%
4 Consumer Staples 0.79%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$513K 0.07%
5,400
-600
52
$503K 0.07%
1,946
-306
53
$493K 0.07%
+2,634
54
$493K 0.07%
1,084
-4
55
$484K 0.07%
6,606
56
$452K 0.06%
6,400
-3,340
57
$445K 0.06%
2,065
-625
58
$437K 0.06%
2,448
-459
59
$434K 0.06%
1,402
60
$413K 0.06%
7,902
-328
61
$393K 0.06%
2,050
-362
62
$390K 0.06%
4,600
-698
63
$379K 0.05%
1,300
+71
64
$372K 0.05%
5,240
-2,260
65
$363K 0.05%
2,600
-321
66
$357K 0.05%
6,300
-1,439
67
$350K 0.05%
1,050
+364
68
$320K 0.05%
7,500
69
$314K 0.04%
1,700
-593
70
$313K 0.04%
+5,144
71
$312K 0.04%
6,937
72
$309K 0.04%
6,493
73
$308K 0.04%
6,900
-2,358
74
$303K 0.04%
5,157
-781
75
$303K 0.04%
+12,062
1 2
3
4 5