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
$1.28B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Sells

1 +$120M
2 +$24.3M
3 +$14.9M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$13.2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$10.3M

Sector Composition

1 Technology 1.48%
2 Healthcare 0.82%
3 Financials 0.75%
4 Industrials 0.47%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$503K 0.04%
+18,600
77
$502K 0.04%
+4,681
78
$501K 0.04%
14,663
+27
79
$501K 0.04%
+2,422
80
$499K 0.04%
2,200
-740
81
$490K 0.04%
+5,050
82
$477K 0.04%
+3,968
83
$471K 0.04%
4,879
+61
84
$466K 0.04%
4,920
85
$465K 0.04%
+10,101
86
$459K 0.04%
13,002
-474
87
$458K 0.04%
+1,214
88
$456K 0.04%
+5,925
89
$449K 0.04%
8,125
+105
90
$447K 0.04%
+1,095
91
$445K 0.03%
2,627
-114
92
$445K 0.03%
+4,200
93
$442K 0.03%
11,952
+1,057
94
$438K 0.03%
6,278
-231
95
$438K 0.03%
+5,686
96
$436K 0.03%
2,151
+97
97
$436K 0.03%
+4,600
98
$430K 0.03%
3,326
99
$429K 0.03%
8,049
-378
100
$428K 0.03%
+2,520