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
$2.08B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$72.2M
3
+$58.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$37M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.4M

Top Sells

1
+$81.4M
2
+$34.1M
3
+$30.7M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.5M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$11M

Sector Composition

1 Technology 1.29%
2 Financials 0.72%
3 Materials 0.72%
4 Healthcare 0.45%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
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