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
$1.72B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$538M
2
+$60.2M
3
+$33.3M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$24.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$23.3M

Top Sells

1
+$276M
2
+$185M
3
+$138M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$35.4M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$27.5M

Sector Composition

1 Technology 2.6%
2 Healthcare 1.21%
3 Consumer Discretionary 1.1%
4 Industrials 0.99%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.12%
16,130
+5,830
52
$1.98M 0.12%
7,321
+6,193
53
$1.91M 0.11%
6,372
+2,260
54
$1.89M 0.11%
24,965
-150
55
$1.87M 0.11%
20,798
+6,655
56
$1.7M 0.1%
2,275
+926
57
$1.69M 0.1%
67,200
58
$1.68M 0.1%
20,415
+8,245
59
$1.64M 0.1%
+3,975
60
$1.61M 0.09%
4,733
+1,808
61
$1.58M 0.09%
20,949
+8,767
62
$1.49M 0.09%
4,500
63
$1.47M 0.09%
9,120
+5,020
64
$1.44M 0.08%
10,820
+4,720
65
$1.43M 0.08%
10,520
+3,890
66
$1.38M 0.08%
24,700
67
$1.34M 0.08%
33,140
+9,665
68
$1.31M 0.08%
3,007
+1,222
69
$1.27M 0.07%
25,184
+1,000
70
$1.26M 0.07%
11,670
+3,840
71
$1.24M 0.07%
9,885
+3,130
72
$1.24M 0.07%
+20,639
73
$1.24M 0.07%
+12,138
74
$1.2M 0.07%
11,657
75
$1.19M 0.07%
4,369
+1,757
1 2
3
4 5