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
$2.01B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$62.8M
3
+$57.8M
4
ULST icon
SPDR SSGA Ultra Short Term Bond ETF
ULST
+$29.2M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$22.3M

Top Sells

1
+$60M
2
+$36.6M
3
+$19.4M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$8.46M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.36M

Sector Composition

1 Technology 2.51%
2 Healthcare 1.18%
3 Consumer Discretionary 1.05%
4 Financials 0.78%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.09%
5,389
+656
52
$1.8M 0.09%
23,412
+2,463
53
$1.76M 0.09%
2,212
-824
54
$1.73M 0.09%
17,926
-2,872
55
$1.72M 0.09%
67,200
56
$1.69M 0.08%
11,680
+5,160
57
$1.66M 0.08%
9,542
+3,499
58
$1.63M 0.08%
4,531
+31
59
$1.61M 0.08%
7,453
-6,548
60
$1.54M 0.08%
11,295
-375
61
$1.51M 0.08%
24,700
62
$1.49M 0.07%
2,640
-367
63
$1.49M 0.07%
9,632
-2,900
64
$1.46M 0.07%
3,509
+987
65
$1.45M 0.07%
3,047
+605
66
$1.4M 0.07%
5,560
+818
67
$1.36M 0.07%
+12,900
68
$1.35M 0.07%
4,512
+143
69
$1.34M 0.07%
3,428
+510
70
$1.31M 0.07%
14,983
-5,432
71
$1.26M 0.06%
11,657
72
$1.26M 0.06%
+8,163
73
$1.25M 0.06%
25,684
+500
74
$1.24M 0.06%
31,500
75
$1.23M 0.06%
1,629
-646
1 2
3
4 5