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
$1.88B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$73.2M
3
+$70.2M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$59.8M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$58.2M

Top Sells

1
+$118M
2
+$95.3M
3
+$79.5M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$77M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$20.2M

Sector Composition

1 Technology 1.54%
2 Financials 0.8%
3 Materials 0.73%
4 Healthcare 0.72%
5 Utilities 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$557K 0.03%
3,059
+371
102
$543K 0.03%
5,564
+381
103
$539K 0.03%
2,215
+264
104
$534K 0.03%
31,160
+2,065
105
$533K 0.03%
6,926
-592
106
$531K 0.03%
6,657
+258
107
$530K 0.03%
6,975
+6,720
108
$529K 0.03%
3,531
+770
109
$528K 0.03%
4,545
+499
110
$523K 0.03%
672
+211
111
$515K 0.03%
2,638
+83
112
$511K 0.03%
27,861
+3,469
113
$504K 0.03%
938
-313
114
$504K 0.03%
15,039
+2,105
115
$504K 0.03%
3,658
+203
116
$500K 0.03%
4,200
117
$499K 0.03%
4,200
118
$498K 0.03%
1,764
119
$497K 0.03%
1,433
-927
120
$495K 0.03%
4,732
+1,169
121
$495K 0.03%
1,152
+145
122
$495K 0.03%
+4,351
123
$492K 0.03%
8,468
+237
124
$492K 0.03%
590
125
$492K 0.03%
6,855
+1,653
3 4
5
6 7