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
$1.22B
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$383M
2
+$98.9M
3
+$44.7M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$30.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$20.3M

Top Sells

1
+$377M
2
+$104M
3
+$78.6M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$49M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$9.69M

Sector Composition

1 Utilities 1.2%
2 Technology 0.74%
3 Healthcare 0.69%
4 Financials 0.53%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$544K 0.04%
2,140
-210
52
$541K 0.04%
+8,440
53
$540K 0.04%
10,965
+3,564
54
$536K 0.04%
4,204
+1,308
55
$531K 0.04%
6,678
+1,490
56
$521K 0.04%
1,805
+366
57
$516K 0.04%
5,270
+1,493
58
$515K 0.04%
10,550
59
$492K 0.04%
+4,766
60
$476K 0.04%
4,920
61
$474K 0.04%
+2,972
62
$471K 0.04%
2,748
+991
63
$470K 0.04%
1,438
+337
64
$464K 0.04%
4,470
-107
65
$461K 0.04%
9,500
-1,619,625
66
$447K 0.04%
9,117
+2,302
67
$445K 0.04%
8,575
+3,328
68
$445K 0.04%
8,489
+2,318
69
$442K 0.04%
1,545
+285
70
$441K 0.04%
5,940
+3,159
71
$439K 0.04%
25,070
+4,620
72
$437K 0.04%
1,913
+168
73
$433K 0.04%
2,169
+160
74
$427K 0.04%
10,649
+3,243
75
$422K 0.03%
4,211
-82
1 2
3
4 5