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
$991M
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$372M
2
+$136M
3
+$50.5M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$27.8M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$17M

Top Sells

1
+$440M
2
+$41.4M
3
+$6.42M
4
MBB icon
iShares MBS ETF
MBB
+$4.64M
5
AMT icon
American Tower
AMT
+$479K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 1.04%
3 Healthcare 0.91%
4 Consumer Staples 0.72%
5 Financials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$485K 0.05%
+1,840
77
$471K 0.05%
5,150
78
$457K 0.05%
8,337
79
$447K 0.05%
15,000
80
$442K 0.04%
2,696
+222
81
$433K 0.04%
4,940
-300
82
$403K 0.04%
6,493
83
$384K 0.04%
6,937
84
$320K 0.03%
5,157
85
$317K 0.03%
+1,215
86
$306K 0.03%
1,427
-147
87
$297K 0.03%
2,033
88
$287K 0.03%
574
89
$277K 0.03%
3,342
90
$276K 0.03%
6,689
91
$267K 0.03%
6,500
92
$253K 0.03%
2,300
-42,200
93
$252K 0.03%
1,075
94
$239K 0.02%
2,030
95
$237K 0.02%
+2,079
96
$235K 0.02%
1,309
97
$235K 0.02%
+206
98
$231K 0.02%
2,113
99
$227K 0.02%
930
-1,356
100
$222K 0.02%
1,128
-488
1 2 3
4
5