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
251
$1.27M 0.08%
10,437
+2,160
252
$1.26M 0.08%
+45,694
253
$1.26M 0.08%
9,264
-3,573
254
$1.25M 0.08%
77,996
+16,124
255
$1.24M 0.08%
53,380
+12,090
256
$1.24M 0.08%
10,834
+3,537
257
$1.23M 0.08%
48,642
+8,955
258
$1.21M 0.07%
48,215
+4,074
259
$1.21M 0.07%
22,392
+1,064
260
$1.21M 0.07%
11,390
+2,071
261
$1.21M 0.07%
26,969
+877
262
$1.2M 0.07%
20,064
+1,000
263
$1.19M 0.07%
15,383
+3,601
264
$1.18M 0.07%
8,841
+208
265
$1.17M 0.07%
55,096
+2,413
266
$1.16M 0.07%
15,116
+3,392
267
$1.16M 0.07%
12,507
-37,031
268
$1.15M 0.07%
5,201
+1,028
269
$1.15M 0.07%
4,149
+984
270
$1.15M 0.07%
4,781
+1,187
271
$1.15M 0.07%
10,733
-10,932
272
$1.14M 0.07%
32,508
+1,632
273
$1.14M 0.07%
22,432
+2,349
274
$1.12M 0.07%
5,044
+1,323
275
$1.12M 0.07%
18,728
+1,319
9 10
11
12 13