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
201
$231K 0.01%
+4,500
202
$228K 0.01%
+11,995
203
$228K 0.01%
+10,165
204
$226K 0.01%
+8,786
205
$226K 0.01%
+19,106
206
$223K 0.01%
+8,927
207
$222K 0.01%
+2,533
208
$222K 0.01%
+4,615
209
$221K 0.01%
1,319
210
$221K 0.01%
+1,186
211
$217K 0.01%
+5,926
212
$216K 0.01%
1,275
-5,244
213
$215K 0.01%
+2,570
214
$213K 0.01%
+2,424
215
$210K 0.01%
+3,780
216
$210K 0.01%
+4,455
217
$209K 0.01%
+1,689
218
$206K 0.01%
+688
219
$202K 0.01%
+920
220
$201K 0.01%
+2,179
221
$194K 0.01%
+2,646
222
$189K 0.01%
+2,672
223
$186K 0.01%
+4,184
224
$183K 0.01%
+1,599
225
$179K 0.01%
+9,696
6 7 8
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