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
$706M
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$331M
2
+$45.8M
3
+$30.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$22.6M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$18.6M

Top Sells

1
+$140M
2
+$24.6M
3
+$7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.84M
5
MSFT icon
Microsoft
MSFT
+$1.25M

Sector Composition

1 Technology 2.08%
2 Consumer Discretionary 1.02%
3 Healthcare 0.98%
4 Consumer Staples 0.79%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,532
102
– –
-10,656
103
– –
-678
104
– –
-993
105
– –
-1,640
106
– –
-1,855
107
– –
-5,933
108
– –
-4,050
1 2 3 4
5