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
$1.66B
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Sells

1 +$126M
2 +$45.1M
3 +$38.7M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$26.4M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$19.4M

Sector Composition

1 Technology 1.87%
2 Financials 0.73%
3 Healthcare 0.67%
4 Industrials 0.41%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$479K 0.03%
590
102
$476K 0.03%
1,336
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103
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21,954
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108
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109
$460K 0.03%
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110
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24,905
111
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24,392
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121
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2,688
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122
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3,566
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3,414
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124
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3,525
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125
$405K 0.02%
4,046
+1,255