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
$1.66B
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Sells

1 +$126M
2 +$45.1M
3 +$38.7M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$26.4M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$19.4M

Sector Composition

1 Technology 1.87%
2 Financials 0.73%
3 Healthcare 0.67%
4 Industrials 0.41%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$789K 0.05%
1,713
+13
52
$775K 0.05%
2,041
-59
53
$772K 0.05%
3,679
+31
54
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7,394
55
$728K 0.04%
9,960
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56
$721K 0.04%
2,080
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57
$718K 0.04%
2,492
+50
58
$714K 0.04%
1,356
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59
$711K 0.04%
1,960
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60
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9,060
-1,350
61
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1,407
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62
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6,425
+1,505
63
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4,948
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64
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+7,000
68
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2,733
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69
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11,276
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70
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8,151
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71
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6,960
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16,560
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73
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4,749
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74
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7,932
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75
$610K 0.04%
7,836
+9