AIA
Angeles Investment Advisors Portfolio holdings
AUM
$1.77B
This Quarter Return
+13%
1 Year Return
+17.49%
3 Year Return
+72.51%
5 Year Return
+140.99%
10 Year Return
–
AUM
$1.17B
AUM Growth
+$1.17B
(+21%)
Cap. Flow
+$113M
Cap. Flow
% of AUM
9.67%
Top 10 Holdings %
Top 10 Hldgs %
89.94%
Holding
117
New
70
Increased
16
Reduced
16
Closed
6
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$176M |
| 2 |
Vanguard Value ETF
VTV
|
$123M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$99.8M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$71.6M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$26.3M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$311M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$65.7M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$25.8M |
| 4 |
iShares Latin America 40 ETF
ILF
|
$16.8M |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$11.7M |
Sector Composition
| 1 | Industrials | 1.58% |
| 2 | Healthcare | 0.42% |
| 3 | Financials | 0.39% |
| 4 | Technology | 0.38% |
| 5 | Consumer Staples | 0.19% |
