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
$2.01B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$67.6M
2 +$62.8M
3 +$57.8M
4
ULST icon
SPDR SSGA Ultra Short Term Bond ETF
ULST
+$29.2M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$22.3M

Sector Composition

1 Technology 2.51%
2 Healthcare 1.18%
3 Consumer Discretionary 1.05%
4 Financials 0.78%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$287K 0.01%
+5,325
177
$286K 0.01%
1,518
+425
178
$284K 0.01%
+661
179
$284K 0.01%
5,277
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180
$283K 0.01%
3,047
+412
181
$282K 0.01%
+1,314
182
$280K 0.01%
4,635
+98
183
$280K 0.01%
420
184
$278K 0.01%
1,380
+41
185
$278K 0.01%
+1,726
186
$273K 0.01%
3,455
187
$269K 0.01%
1,041
+121
188
$268K 0.01%
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189
$265K 0.01%
17,180
190
$260K 0.01%
6,586
+146
191
$256K 0.01%
+1,145
192
$253K 0.01%
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193
$249K 0.01%
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194
$247K 0.01%
4,803
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195
$243K 0.01%
4,654
+199
196
$239K 0.01%
5,200
197
$227K 0.01%
+2,438
198
$222K 0.01%
+899
199
$217K 0.01%
+1,696
200
$214K 0.01%
11,995