AIA

Angeles Investment Advisors Portfolio holdings

AUM $1.5B
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$189M
2 +$134M
3 +$50.2M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$24.6M
5
HDV
iShares Core High Dividend ETF
HDV
+$19.2M

Sector Composition

1 Materials 0.52%
2 Utilities 0.24%
3 Industrials 0.13%
4 Consumer Staples 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-35,608