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
$1.17B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$123M
3
+$99.8M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$71.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$26.3M

Top Sells

1
+$311M
2
+$65.7M
3
+$25.8M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$16.8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$11.7M

Sector Composition

1 Utilities 1.2%
2 Industrials 0.43%
3 Healthcare 0.42%
4 Financials 0.39%
5 Technology 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$381K 0.03%
+7,443
52
$381K 0.03%
+3,777
53
$378K 0.03%
+1,101
54
$375K 0.03%
+4,790
55
$373K 0.03%
+4,293
56
$370K 0.03%
+20,450
57
$370K 0.03%
+1,385
58
$368K 0.03%
+3,020
59
$368K 0.03%
+9,329
60
$365K 0.03%
+11,018
61
$358K 0.03%
+3,466
62
$357K 0.03%
+2,614
63
$355K 0.03%
+12,025
64
$352K 0.03%
+2,321
65
$351K 0.03%
+7,401
66
$351K 0.03%
+5,188
67
$348K 0.03%
+1,103
68
$344K 0.03%
+3,930
69
$341K 0.03%
+1,046
70
$337K 0.03%
+7,067
71
$334K 0.03%
+890
72
$331K 0.03%
+8,715
73
$328K 0.03%
+4,590
74
$325K 0.03%
+2,880
75
$325K 0.03%
1,260
+310
1 2
3
4 5