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
151
$24.8K ﹤0.01%
+14,420
152
$18.9K ﹤0.01%
760
153
$17.8K ﹤0.01%
100
154
$7.21K ﹤0.01%
32
155
$6.24K ﹤0.01%
200
156
– –
-2,825
157
– –
-2,740
158
– –
-463
159
– –
-25,068
160
– –
-317
161
– –
-178,000
162
– –
-4,606
163
– –
-1,050
164
– –
-30,295
165
– –
-3,490
166
– –
-3,020
3 4 5 6
7