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
$1.22B
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Sells

1 +$377M
2 +$104M
3 +$78.6M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$49M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$9.69M

Sector Composition

1 Utilities 1.2%
2 Technology 0.74%
3 Healthcare 0.69%
4 Financials 0.53%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$323K 0.03%
+3,516
102
$314K 0.03%
+4,530
103
$313K 0.03%
4,953
+1,103
104
$305K 0.03%
+3,956
105
$302K 0.02%
4,365
106
$299K 0.02%
+4,717
107
$296K 0.02%
+1,551
108
$295K 0.02%
2,552
-328
109
$295K 0.02%
+1,474
110
$290K 0.02%
+2,979
111
$286K 0.02%
+1,270
112
$280K 0.02%
2,680
113
$280K 0.02%
6,670
114
$274K 0.02%
3,605
115
$271K 0.02%
+9,760
116
$270K 0.02%
+2,899
117
$267K 0.02%
+4,495
118
$266K 0.02%
5,671
+330
119
$260K 0.02%
+6,827
120
$259K 0.02%
+7,188
121
$257K 0.02%
1,820
122
$256K 0.02%
+1,902
123
$255K 0.02%
+6,810
124
$253K 0.02%
+5,375
125
$252K 0.02%
+3,061