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
$1.66B
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Sells

1 +$126M
2 +$45.1M
3 +$38.7M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$26.4M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$19.4M

Sector Composition

1 Technology 1.87%
2 Financials 0.73%
3 Healthcare 0.67%
4 Industrials 0.41%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,065,781
202
-5,452
203
-6,159
204
-142,000
205
-4,460
206
-7,135