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
$1.19B
AUM Growth
-$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$71.2M
3 +$48.6M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$24M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$14.9M

Top Sells

1 +$189M
2 +$60.6M
3 +$44.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.9M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$30.8M

Sector Composition

1 Technology 1.04%
2 Utilities 0.91%
3 Healthcare 0.87%
4 Financials 0.7%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$447K 0.04%
8,575
77
$442K 0.04%
8,427
-2,538
78
$441K 0.04%
25,595
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79
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21,796
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$435K 0.04%
4,818
81
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2,054
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82
$432K 0.04%
7,618
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83
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84
$415K 0.04%
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85
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1,552
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86
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7,696
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87
$402K 0.03%
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88
$400K 0.03%
8,020
89
$385K 0.03%
24,905
90
$384K 0.03%
1,985
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$375K 0.03%
1,745
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3,379
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93
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4,144
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95
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96
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1,972
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97
$361K 0.03%
2,523
-352
98
$358K 0.03%
21,095
99
$355K 0.03%
3,516
100
$348K 0.03%
2,628
-1,232