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
$1.29B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.98%
2 Consumer Discretionary 0.71%
3 Healthcare 0.69%
4 Consumer Staples 0.5%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$570K 0.04%
15,000
77
$532K 0.04%
1,019
-144
78
$521K 0.04%
+10,625
79
$521K 0.04%
5,150
80
$520K 0.04%
+5,135
81
$481K 0.04%
2,546
-150
82
$451K 0.04%
7,000
+507
83
$427K 0.03%
4,140
-800
84
$391K 0.03%
6,937
85
$373K 0.03%
6,689
86
$364K 0.03%
6,900
-1,437
87
$326K 0.03%
5,157
88
$320K 0.02%
1,427
89
$305K 0.02%
+4,421
90
$304K 0.02%
+4,250
91
$297K 0.02%
3,342
92
$288K 0.02%
+2,120
93
$281K 0.02%
574
94
$279K 0.02%
1,734
-299
95
$267K 0.02%
2,079
96
$262K 0.02%
2,030
97
$260K 0.02%
1,021
98
$253K 0.02%
2,113
99
$253K 0.02%
1,309
100
$238K 0.02%
206