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
$1.29B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.98%
2 Consumer Discretionary 0.71%
3 Healthcare 0.69%
4 Consumer Staples 0.5%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$234K 0.02%
+4,356
102
$229K 0.02%
3,180
103
$225K 0.02%
1,128
104
$224K 0.02%
+2,704
105
$224K 0.02%
+16,800
106
$221K 0.02%
930
107
$217K 0.02%
892
-183
108
$214K 0.02%
2,504
109
$213K 0.02%
+2,744
110
$211K 0.02%
+1,484
111
$209K 0.02%
+2,700
112
$205K 0.02%
4,000
-2,500
113
$203K 0.02%
+1,110
114
$201K 0.02%
960
-2,670
115
-1,215
116
-1,895
117
-4,250
118
-2,125
119
-2,355
120
-2,964
121
-16,600
122
-4,265
123
-8,460
124
-310,000
125
-363,500