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AIA

Angeles Investment Advisors Portfolio holdings

AUM $1.49B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$70.8M
2
+$44.9M
3
+$36.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$35.3M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$26.9M

Top Sells

1
+$124M
2
+$24.9M
3
+$14.9M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$13.7M
5
VT icon
Vanguard Total World Stock ETF
VT
+$10.7M

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
176
$32.5K ﹤0.01%
12,596
+1,671
177
$32.4K ﹤0.01%
348
-110,503
178
$17.7K ﹤0.01%
100
179
$15.7K ﹤0.01%
+162
180
$12K ﹤0.01%
+317
181
$10.6K ﹤0.01%
50
182
$7.52K ﹤0.01%
32
183
$6.03K ﹤0.01%
200
184
– –
-547,500
185
– –
-880
186
– –
-959
187
– –
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188
– –
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189
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190
– –
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191
– –
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192
– –
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193
– –
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– –
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– –
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199
– –
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200
– –
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5 6 7
8
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