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
$1.17B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$123M
3
+$99.8M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$71.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$26.3M

Top Sells

1
+$311M
2
+$65.7M
3
+$25.8M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$16.8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$11.7M

Sector Composition

1 Utilities 1.2%
2 Industrials 0.43%
3 Healthcare 0.42%
4 Financials 0.39%
5 Technology 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.03%
+6,815
77
$320K 0.03%
+33,753
78
$318K 0.03%
+2,896
79
$316K 0.03%
+3,850
80
$311K 0.03%
+726
81
$311K 0.03%
+7,406
82
$309K 0.03%
+21,095
83
$309K 0.03%
+7,450
84
$301K 0.03%
+6,826
85
$301K 0.03%
+122
86
$291K 0.02%
+4,567
87
$286K 0.02%
+6,670
88
$285K 0.02%
+21,423
89
$285K 0.02%
+1,820
90
$282K 0.02%
2,825
-264
91
$276K 0.02%
+1,757
92
$272K 0.02%
+24,905
93
$266K 0.02%
+2,009
94
$264K 0.02%
+5,247
95
$263K 0.02%
+852
96
$259K 0.02%
+2,781
97
$257K 0.02%
+4,365
98
$257K 0.02%
+3,605
99
$251K 0.02%
+1,770
100
$242K 0.02%
+5,341
1 2 3
4
5