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
$1.72B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.6%
2 Healthcare 1.21%
3 Consumer Discretionary 1.1%
4 Industrials 0.99%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$407K 0.02%
+2,110
127
$400K 0.02%
+6,680
128
$396K 0.02%
1,652
+722
129
$382K 0.02%
+7,022
130
$378K 0.02%
2,530
+500
131
$377K 0.02%
+3,455
132
$376K 0.02%
+5,358
133
$376K 0.02%
8,382
+3,279
134
$367K 0.02%
7,004
+104
135
$367K 0.02%
+15,785
136
$363K 0.02%
1,505
+140
137
$362K 0.02%
+6,665
138
$360K 0.02%
+5,306
139
$357K 0.02%
6,204
140
$356K 0.02%
1,246
+324
141
$356K 0.02%
+2,823
142
$350K 0.02%
5,907
+750
143
$344K 0.02%
+16,844
144
$342K 0.02%
+1,745
145
$342K 0.02%
+20,450
146
$339K 0.02%
+13,708
147
$339K 0.02%
+2,695
148
$336K 0.02%
+5,589
149
$335K 0.02%
+2,920
150
$331K 0.02%
+3,403