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
151
$253K 0.02%
5,931
-959
152
$249K 0.02%
1,568
-262
153
$248K 0.02%
102,538
-3,428
154
$248K 0.02%
3,305
-4,420
155
$246K 0.02%
1,988
-3
156
$242K 0.02%
888
-25
157
$240K 0.02%
+189
158
$238K 0.02%
6,722
-466
159
$233K 0.02%
+1,701
160
$225K 0.02%
4,460
161
$222K 0.02%
1,820
162
$221K 0.02%
3,355
-2,546
163
$220K 0.02%
+2,433
164
$220K 0.02%
11,375
-9,720
165
$219K 0.02%
+3,715
166
$219K 0.02%
408
-1,138
167
$219K 0.02%
+3,155
168
$215K 0.02%
+3,410
169
$214K 0.02%
+5,452
170
$213K 0.02%
+4,500
171
$208K 0.02%
+4,785
172
$207K 0.02%
2,184
-259
173
$205K 0.02%
5,021
-962
174
$130K 0.01%
18,372
175
$64.2K 0.01%
22,511
-3,815
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