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
$1.6B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$54.9M
3
+$43.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$43.7M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$42.6M

Top Sells

1
+$156M
2
+$33.8M
3
+$33.3M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$9.7M
5
MBB icon
iShares MBS ETF
MBB
+$5.91M

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 0.63%
3 Healthcare 0.58%
4 Industrials 0.49%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.08%
2,158
+491
52
$1.23M 0.08%
10,300
+4,250
53
$1.2M 0.07%
11,657
54
$1.15M 0.07%
14,143
55
$1.13M 0.07%
6,519
56
$1.07M 0.07%
6,922
-2,345
57
$1.05M 0.07%
2,442
58
$1.02M 0.06%
2,925
59
$1.02M 0.06%
9,065
+3,930
60
$1.01M 0.06%
8,420
-2,295
61
$996K 0.06%
12,170
-290
62
$969K 0.06%
6,630
-3,100
63
$947K 0.06%
12,182
-585
64
$938K 0.06%
2,589
65
$913K 0.06%
+7,830
66
$874K 0.05%
23,475
+4,700
67
$870K 0.05%
16,814
68
$869K 0.05%
1,349
-5
69
$823K 0.05%
23,250
70
$819K 0.05%
+1,785
71
$818K 0.05%
14,568
72
$807K 0.05%
+6,755
73
$804K 0.05%
7,900
74
$789K 0.05%
+2,227
75
$784K 0.05%
2,888
1 2
3
4 5