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
$463M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$1.36M
3
+$1.21M
4
HD icon
Home Depot
HD
+$1.2M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$65.5M
2
+$1.59M
3
+$1.19M
4
MDU icon
MDU Resources
MDU
+$992K
5
AAPL icon
Apple
AAPL
+$654K

Sector Composition

1 Technology 1.51%
2 Consumer Discretionary 1.4%
3 Consumer Staples 1.19%
4 Financials 1.16%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-4,363
77
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78
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79
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-101,069
80
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-14,127
81
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-8,980
82
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-2,094
83
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-7,500
84
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-590,500
85
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-20,000
86
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-25,000
87
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-19,000
1 2 3
4