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
$371M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Sells

1 +$72.9M
2 +$50.7M
3 +$1.32M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.18M

Sector Composition

1 Technology 3.43%
2 Consumer Discretionary 2.13%
3 Healthcare 1.88%
4 Consumer Staples 1.63%
5 Financials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,895
102
-5,338
103
-10,636