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
151
$331K 0.02%
+4,004
152
$330K 0.02%
+2,578
153
$330K 0.02%
531
154
$330K 0.02%
+8,155
155
$327K 0.02%
+2,250
156
$319K 0.02%
+1,595
157
$317K 0.02%
+4,413
158
$317K 0.02%
3,342
159
$314K 0.02%
22,191
+4,640
160
$310K 0.02%
+649
161
$305K 0.02%
+3,430
162
$304K 0.02%
+4,090
163
$296K 0.02%
+6,440
164
$294K 0.02%
1,339
+318
165
$291K 0.02%
+2,828
166
$291K 0.02%
+10,575
167
$291K 0.02%
+2,257
168
$285K 0.02%
3,718
+300
169
$285K 0.02%
+3,610
170
$284K 0.02%
1,093
+201
171
$284K 0.02%
+4,590
172
$283K 0.02%
+5,234
173
$281K 0.02%
+1,090
174
$281K 0.02%
+5,949
175
$276K 0.02%
+5,088