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

Top Buys

1
+$538M
2
+$60.2M
3
+$33.3M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$24.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$23.3M

Top Sells

1
+$276M
2
+$185M
3
+$138M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$35.4M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$27.5M

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
176
$272K 0.02%
+9,158
177
$272K 0.02%
+4,537
178
$272K 0.02%
+11,487
179
$271K 0.02%
+13,100
180
$271K 0.02%
+15,406
181
$270K 0.02%
2,079
182
$266K 0.02%
+4,742
183
$265K 0.02%
+17,180
184
$262K 0.02%
+420
185
$261K 0.02%
+4,138
186
$258K 0.02%
+3,695
187
$257K 0.02%
+19,293
188
$255K 0.01%
+1,949
189
$253K 0.01%
+2,672
190
$253K 0.01%
+5,200
191
$250K 0.01%
+8,410
192
$249K 0.01%
+181
193
$248K 0.01%
+2,635
194
$246K 0.01%
+16,299
195
$243K 0.01%
+3,455
196
$242K 0.01%
4,356
197
$241K 0.01%
+1,391
198
$236K 0.01%
+6,992
199
$234K 0.01%
+3,760
200
$232K 0.01%
+4,388
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8
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