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
$2.08B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$72.2M
3
+$58.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$37M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.4M

Top Sells

1
+$81.4M
2
+$34.1M
3
+$30.7M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.5M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$11M

Sector Composition

1 Technology 1.29%
2 Financials 0.72%
3 Materials 0.72%
4 Healthcare 0.45%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$274K 0.01%
10,690
-6,185
152
$272K 0.01%
4,148
-442
153
$264K 0.01%
757
-77
154
$259K 0.01%
2,552
-578
155
$258K 0.01%
2,140
-153
156
$256K 0.01%
5,706
+204
157
$256K 0.01%
2,577
-62
158
$254K 0.01%
4,074
159
$253K 0.01%
1,256
-102
160
$252K 0.01%
2,094
-236
161
$252K 0.01%
850
-9
162
$251K 0.01%
1,338
-88
163
$249K 0.01%
+3,495
164
$248K 0.01%
498
+36
165
$248K 0.01%
4,739
166
$246K 0.01%
679
-24
167
$244K 0.01%
838
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168
$243K 0.01%
1,060
-98
169
$238K 0.01%
456
-41
170
$234K 0.01%
1,488
-99
171
$228K 0.01%
+3,250
172
$227K 0.01%
1,802
+4
173
$224K 0.01%
393
-17
174
$224K 0.01%
1,375
-123
175
$224K 0.01%
45
-4
5 6
7
8 9