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
$1.22B
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$383M
2
+$98.9M
3
+$44.7M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$30.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$20.3M

Top Sells

1
+$377M
2
+$104M
3
+$78.6M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$49M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$9.69M

Sector Composition

1 Utilities 1.2%
2 Technology 0.74%
3 Healthcare 0.69%
4 Financials 0.53%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.02%
+1,889
127
$247K 0.02%
+3,824
128
$245K 0.02%
2,710
-1,220
129
$244K 0.02%
591
-135
130
$242K 0.02%
+2,444
131
$240K 0.02%
+1,236
132
$237K 0.02%
690
-540
133
$236K 0.02%
4,500
134
$236K 0.02%
+7,231
135
$234K 0.02%
+2,306
136
$233K 0.02%
+959
137
$232K 0.02%
+12,040
138
$232K 0.02%
+5,299
139
$229K 0.02%
+927
140
$226K 0.02%
+2,723
141
$225K 0.02%
+4,947
142
$218K 0.02%
+12,487
143
$215K 0.02%
+3,092
144
$214K 0.02%
+4,800
145
$212K 0.02%
+875
146
$207K 0.02%
+23,608
147
$184K 0.02%
+81,960
148
$170K 0.01%
1,850
+250
149
$69K 0.01%
+26,326
150
$33.7K ﹤0.01%
+12,483
3 4 5
6
7