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
$1.22B
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Sells

1 +$377M
2 +$104M
3 +$78.6M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$49M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$9.69M

Sector Composition

1 Utilities 1.2%
2 Technology 0.74%
3 Healthcare 0.69%
4 Financials 0.53%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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4,818
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77
$414K 0.03%
14,472
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$393K 0.03%
26,011
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85
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$326K 0.03%
1,103