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
$371M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Sells

1 +$72.9M
2 +$50.7M
3 +$1.32M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.18M

Sector Composition

1 Technology 3.43%
2 Consumer Discretionary 2.13%
3 Healthcare 1.88%
4 Consumer Staples 1.63%
5 Financials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$266K 0.07%
2,634
-2,851
77
$256K 0.07%
3,346
-420
78
$252K 0.07%
7,500
79
$245K 0.07%
678
-292
80
$243K 0.07%
1,745
-485
81
$242K 0.07%
10,656
-16,470
82
$236K 0.06%
608
+14
83
$230K 0.06%
+686
84
$219K 0.06%
11,849
+1,487
85
$217K 0.06%
+1,855
86
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90
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91
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94
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100
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