AIA

Angeles Investment Advisors Portfolio holdings

AUM $1.52B
1-Year Est. Return 19.48%
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$73.2M
3
+$70.2M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$59.8M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$58.2M

Top Sells

1
+$118M
2
+$95.3M
3
+$79.5M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$77M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$20.2M

Sector Composition

1 Technology 1.54%
2 Financials 0.8%
3 Materials 0.73%
4 Healthcare 0.72%
5 Utilities 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$268K 0.01%
+2,640
177
$266K 0.01%
9,492
+2,750
178
$264K 0.01%
985
+220
179
$262K 0.01%
2,856
-218
180
$260K 0.01%
5,897
+830
181
$255K 0.01%
+392
182
$253K 0.01%
+1,442
183
$251K 0.01%
+1,390
184
$249K 0.01%
6,869
+1,162
185
$248K 0.01%
+2,101
186
$246K 0.01%
+5,234
187
$244K 0.01%
+510
188
$243K 0.01%
+16,580
189
$242K 0.01%
4,785
190
$242K 0.01%
1,820
191
$242K 0.01%
+1,628
192
$241K 0.01%
+1,878
193
$239K 0.01%
158
194
$235K 0.01%
+3,713
195
$228K 0.01%
3,114
-226
196
$227K 0.01%
+757
197
$227K 0.01%
+1,100
198
$224K 0.01%
2,394
+72
199
$223K 0.01%
4,500
200
$222K 0.01%
2,362
-84
6 7
8
9 10