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
$706M
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$331M
2
+$45.8M
3
+$30.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$22.6M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$18.6M

Top Sells

1
+$140M
2
+$24.6M
3
+$7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.84M
5
MSFT icon
Microsoft
MSFT
+$1.25M

Sector Composition

1 Technology 2.08%
2 Consumer Discretionary 1.02%
3 Healthcare 0.98%
4 Consumer Staples 0.79%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.04%
+1,490
77
$299K 0.04%
6,689
-31
78
$292K 0.04%
+2,100
79
$283K 0.04%
+1,500
80
$282K 0.04%
625
-184
81
$277K 0.04%
+15,000
82
$270K 0.04%
+6,929
83
$265K 0.04%
2,033
-983
84
$262K 0.04%
+3,250
85
$256K 0.04%
3,652
+306
86
$255K 0.04%
6,500
-122
87
$253K 0.04%
+1,616
88
$252K 0.04%
+8,118
89
$243K 0.03%
+1,390
90
$242K 0.03%
+17,500
91
$220K 0.03%
+2,000
92
$217K 0.03%
594
-14
93
$214K 0.03%
+697
94
$212K 0.03%
+1,667
95
$212K 0.03%
2,000
-634
96
$210K 0.03%
+1,119
97
$207K 0.03%
+2,203
98
$206K 0.03%
+1,534
99
– –
-1,745
100
– –
-11,849
1 2 3
4
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