AIA

Angeles Investment Advisors Portfolio holdings

AUM $1.5B
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
-$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$114M
3
+$88.2M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$58.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$32.2M

Top Sells

1
+$411M
2
+$124M
3
+$89.6M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$72.6M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$55.3M

Sector Composition

1 Utilities 0.83%
2 Financials 0.34%
3 Technology 0.33%
4 Healthcare 0.32%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
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