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
$2.01B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$62.8M
3
+$57.8M
4
ULST icon
SPDR SSGA Ultra Short Term Bond ETF
ULST
+$29.2M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$22.3M

Top Sells

1
+$60M
2
+$36.6M
3
+$19.4M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$8.46M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.36M

Sector Composition

1 Technology 2.51%
2 Healthcare 1.18%
3 Consumer Discretionary 1.05%
4 Financials 0.78%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$462K 0.02%
+921
127
$459K 0.02%
1,201
+122
128
$456K 0.02%
7,357
+692
129
$442K 0.02%
24,905
130
$438K 0.02%
2,119
+9
131
$437K 0.02%
2,320
-316
132
$434K 0.02%
1,537
-281
133
$432K 0.02%
+3,188
134
$432K 0.02%
9,541
+1,386
135
$424K 0.02%
2,949
+121
136
$423K 0.02%
1,500
-55
137
$418K 0.02%
+14,785
138
$417K 0.02%
1,676
+81
139
$415K 0.02%
3,031
+111
140
$414K 0.02%
+6,533
141
$403K 0.02%
6,465
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142
$396K 0.02%
3,455
143
$392K 0.02%
2,267
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144
$392K 0.02%
+4,482
145
$385K 0.02%
6,798
+118
146
$378K 0.02%
1,811
+66
147
$376K 0.02%
+1,604
148
$375K 0.02%
6,442
+853
149
$373K 0.02%
+2,647
150
$372K 0.02%
6,204
4 5
6
7 8