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
$1.72B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.6%
2 Healthcare 1.21%
3 Consumer Discretionary 1.1%
4 Industrials 0.99%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$530K 0.03%
+3,530
102
$521K 0.03%
+12,271
103
$521K 0.03%
15,000
104
$507K 0.03%
2,636
-490
105
$505K 0.03%
+4,977
106
$501K 0.03%
+295
107
$494K 0.03%
3,367
+1,334
108
$489K 0.03%
8,027
-12,075
109
$485K 0.03%
+5,719
110
$483K 0.03%
+11,226
111
$474K 0.03%
777
-13
112
$471K 0.03%
+562
113
$468K 0.03%
+2,685
114
$448K 0.03%
+3,206
115
$445K 0.03%
+3,295
116
$444K 0.03%
6,937
117
$440K 0.03%
+6,046
118
$438K 0.03%
+9,435
119
$436K 0.03%
1,555
-45
120
$435K 0.03%
1,818
+509
121
$428K 0.02%
+10,360
122
$423K 0.02%
+24,905
123
$419K 0.02%
7,127
+700
124
$414K 0.02%
2,730
+624
125
$408K 0.02%
+1,079