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
$991M
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$372M
2
+$136M
3
+$50.5M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$27.8M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$17M

Top Sells

1
+$440M
2
+$41.4M
3
+$6.42M
4
MBB icon
iShares MBS ETF
MBB
+$4.64M
5
AMT icon
American Tower
AMT
+$479K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 1.04%
3 Healthcare 0.91%
4 Consumer Staples 0.72%
5 Financials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$766K 0.08%
5,385
52
$751K 0.08%
2,589
53
$746K 0.08%
+7,040
54
$726K 0.07%
14,568
55
$721K 0.07%
23,250
56
$709K 0.07%
+4,250
57
$696K 0.07%
2,888
58
$690K 0.07%
1,184
-186
59
$689K 0.07%
1,895
+185
60
$671K 0.07%
7,900
61
$663K 0.07%
3,186
62
$660K 0.07%
2,964
-20
63
$647K 0.07%
2,555
+679
64
$645K 0.07%
4,100
65
$641K 0.06%
16,600
66
$629K 0.06%
1,163
+129
67
$613K 0.06%
1,718
-363
68
$583K 0.06%
8,690
+2,890
69
$574K 0.06%
6,606
70
$562K 0.06%
2,100
-450
71
$546K 0.06%
+2,355
72
$535K 0.05%
4,265
+865
73
$534K 0.05%
6,100
-300
74
$525K 0.05%
5,115
+3,125
75
$495K 0.05%
2,125
-325
1 2
3
4 5