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
$2.08B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$72.2M
3
+$58.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$37M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.4M

Top Sells

1
+$81.4M
2
+$34.1M
3
+$30.7M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.5M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$11M

Sector Composition

1 Technology 1.29%
2 Financials 0.72%
3 Materials 0.72%
4 Healthcare 0.45%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$587K 0.03%
6,874
+11
77
$583K 0.03%
14,664
-405
78
$583K 0.03%
2,369
-49
79
$582K 0.03%
4,577
-515
80
$578K 0.03%
7,019
81
$566K 0.03%
7,057
-380
82
$546K 0.03%
2,095
-102
83
$545K 0.03%
14,631
+1,754
84
$532K 0.03%
7,190
-40
85
$530K 0.03%
10,989
-334
86
$517K 0.02%
4,200
87
$515K 0.02%
1,019
-135
88
$515K 0.02%
9,348
-587
89
$512K 0.02%
2,968
+240
90
$510K 0.02%
3,660
91
$509K 0.02%
1,123
92
$501K 0.02%
11,409
-359
93
$495K 0.02%
4,267
+207
94
$493K 0.02%
3,975
-1,124
95
$490K 0.02%
7,162
-105
96
$480K 0.02%
4,149
-101
97
$479K 0.02%
3,847
+207
98
$474K 0.02%
4,236
+20
99
$469K 0.02%
1,779
+15
100
$468K 0.02%
9,365
+1,390
2 3
4
5 6