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
$1.28B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$44.6M
3
+$35.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$34M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$26.4M

Top Sells

1
+$120M
2
+$24.3M
3
+$14.9M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$13.2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$10.3M

Sector Composition

1 Technology 1.48%
2 Healthcare 0.82%
3 Financials 0.75%
4 Industrials 0.47%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$340K 0.03%
1,050
-1,010
127
$338K 0.03%
31,116
+3,723
128
$336K 0.03%
+4,223
129
$335K 0.03%
132
130
$328K 0.03%
2,791
-442
131
$327K 0.03%
7,220
132
$323K 0.03%
+3,442
133
$323K 0.03%
5,563
-221
134
$322K 0.03%
+2,488
135
$319K 0.03%
+3,500
136
$311K 0.02%
+3,260
137
$297K 0.02%
4,590
138
$295K 0.02%
+34,800
139
$295K 0.02%
792
-1,011
140
$288K 0.02%
2,830
-686
141
$285K 0.02%
7,696
142
$284K 0.02%
1,367
-107
143
$271K 0.02%
2,929
-120
144
$263K 0.02%
3,037
-155
145
$263K 0.02%
4,501
+77
146
$262K 0.02%
3,690
-269
147
$261K 0.02%
795
148
$259K 0.02%
3,495
149
$258K 0.02%
6,072
+132
150
$253K 0.02%
6,026
-147
4 5
6
7 8