AIA

Angeles Investment Advisors Portfolio holdings

AUM $1.5B
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$962M
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$320M
2
+$187M
3
+$21M
4
VOTE icon
TCW Transform 500 ETF
VOTE
+$20.4M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$16.9M

Top Sells

1
+$281M
2
+$105M
3
+$82.6M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$47M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$37.4M

Sector Composition

1 Utilities 1.28%
2 Industrials 0.14%
3 Consumer Staples 0.11%
4 Healthcare 0.07%
5 Real Estate 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
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