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
$1.28B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$44.6M
3
+$35.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$34M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$26.4M

Top Sells

1
+$120M
2
+$24.3M
3
+$14.9M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$13.2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$10.3M

Sector Composition

1 Technology 1.48%
2 Healthcare 0.82%
3 Financials 0.75%
4 Industrials 0.47%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$427K 0.03%
+7,827
102
$426K 0.03%
1,217
103
$415K 0.03%
1,985
104
$415K 0.03%
7,551
-67
105
$412K 0.03%
15,038
-1,770
106
$411K 0.03%
3,431
-142
107
$403K 0.03%
21,796
108
$401K 0.03%
24,171
-1,424
109
$394K 0.03%
+4,330
110
$391K 0.03%
+6,780
111
$386K 0.03%
1,745
112
$384K 0.03%
3,427
+48
113
$381K 0.03%
590
-447
114
$376K 0.03%
2,523
-1,052
115
$366K 0.03%
+3,979
116
$365K 0.03%
+4,007
117
$363K 0.03%
5,045
118
$358K 0.03%
+5,579
119
$354K 0.03%
+7,998
120
$352K 0.03%
7,135
-1,440
121
$352K 0.03%
+6,159
122
$350K 0.03%
7,901
-5,328
123
$348K 0.03%
+2,277
124
$342K 0.03%
24,905
125
$341K 0.03%
4,202
+58
3 4
5
6 7