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
$1.6B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$54.9M
3
+$43.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$43.7M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$42.6M

Top Sells

1
+$156M
2
+$33.8M
3
+$33.3M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$9.7M
5
MBB icon
iShares MBS ETF
MBB
+$5.91M

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 0.63%
3 Healthcare 0.58%
4 Industrials 0.49%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-3,180
127
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-4,421
128
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-54,550
129
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-4,000
130
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-206
131
– –
-16,800
132
– –
-2,360
133
– –
-7,500
134
– –
-8,165
135
– –
-2,120
136
– –
-11,035
2 3 4 5
6