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
$1.96B
AUM Growth
+$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$54.6M
3
+$24.9M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$21.1M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$20.9M

Top Sells

1
+$85.7M
2
+$45.5M
3
+$40.5M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$33.2M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$22.3M

Sector Composition

1 Technology 1.92%
2 Financials 0.7%
3 Healthcare 0.64%
4 Materials 0.62%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$250K 0.01%
2,272
-368
177
$249K 0.01%
1,820
178
$248K 0.01%
+2,330
179
$242K 0.01%
+2,492
180
$237K 0.01%
2,384
181
$236K 0.01%
795
-17
182
$234K 0.01%
703
-426
183
$232K 0.01%
4,774
-460
184
$232K 0.01%
31,116
185
$231K 0.01%
+834
186
$225K 0.01%
+1,005
187
$223K 0.01%
+1,587
188
$222K 0.01%
135
-23
189
$221K 0.01%
+497
190
$219K 0.01%
+467
191
$218K 0.01%
497
-422
192
$217K 0.01%
4,500
193
$216K 0.01%
4,739
-2,368
194
$215K 0.01%
+4,950
195
$212K 0.01%
+7,175
196
$209K 0.01%
1,019
-65
197
$206K 0.01%
+462
198
$144K 0.01%
16,463
-2,794
199
$123K 0.01%
605
-4,635
200
$102K 0.01%
24,135
+6,730
6 7
8
9 10