AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.6M
3
+$8.43M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.45M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.38M

Top Sells

1
+$23.3M
2
+$14.9M
3
+$9.81M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.86M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$6.85M

Sector Composition

1 Technology 5.51%
2 Healthcare 4.76%
3 Financials 4.34%
4 Industrials 3.69%
5 Consumer Discretionary 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.5M 0.09%
27,276
+14,312
227
$1.48M 0.09%
25,426
-534
228
$1.47M 0.09%
52,003
+3,399
229
$1.46M 0.09%
403,720
+99,520
230
$1.45M 0.09%
9,989
+1,112
231
$1.45M 0.09%
26,564
+1,264
232
$1.44M 0.09%
54,043
+1,645
233
$1.43M 0.09%
21,358
+5,198
234
$1.43M 0.09%
14,217
-300
235
$1.42M 0.09%
54,470
+6,414
236
$1.42M 0.09%
9,358
+2,103
237
$1.38M 0.08%
30,037
-12,531
238
$1.37M 0.08%
9,751
+787
239
$1.37M 0.08%
50,442
+12,400
240
$1.36M 0.08%
16,951
+11,964
241
$1.32M 0.08%
26,321
+1,368
242
$1.31M 0.08%
29,849
+1,223
243
$1.31M 0.08%
15,296
+3,996
244
$1.31M 0.08%
55,052
+14,192
245
$1.31M 0.08%
12,476
-2,861
246
$1.3M 0.08%
24,466
-12,474
247
$1.3M 0.08%
42,291
+2,545
248
$1.28M 0.08%
23,265
-2,540
249
$1.28M 0.08%
7,355
+253
250
$1.27M 0.08%
5
8 9
10
11 12