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
$2.08B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$72.2M
3
+$58.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$37M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.4M

Top Sells

1
+$81.4M
2
+$34.1M
3
+$30.7M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.5M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$11M

Sector Composition

1 Technology 1.29%
2 Financials 0.72%
3 Materials 0.72%
4 Healthcare 0.45%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$458K 0.02%
432
-1,043
102
$456K 0.02%
6,265
+55
103
$451K 0.02%
506
-534
104
$449K 0.02%
968
105
$444K 0.02%
17,400
106
$443K 0.02%
5,789
+329
107
$438K 0.02%
16,507
-340
108
$438K 0.02%
5,154
-131
109
$431K 0.02%
1,554
110
$430K 0.02%
751
-332
111
$423K 0.02%
1,203
-10
112
$423K 0.02%
36,072
113
$420K 0.02%
11,441
-312
114
$406K 0.02%
6,015
115
$396K 0.02%
6,900
116
$387K 0.02%
121
117
$387K 0.02%
616
-43
118
$379K 0.02%
2,820
119
$376K 0.02%
1,045
-104
120
$375K 0.02%
15,432
121
$374K 0.02%
3,158
-439
122
$372K 0.02%
3,397
-209
123
$359K 0.02%
17,918
+3,143
124
$345K 0.02%
6,457
+23
125
$345K 0.02%
4,780
-42
3 4
5
6 7