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
276
$1.11M 0.07%
52,240
+4,406
277
$1.09M 0.07%
22,583
+4,599
278
$1.08M 0.07%
112,296
+45,480
279
$1.07M 0.07%
50,563
+3,415
280
$1.07M 0.07%
47,563
+1,261
281
$1.07M 0.07%
15,137
+3,285
282
$1.07M 0.07%
8,922
+226
283
$1.07M 0.07%
22,391
+2,734
284
$1.07M 0.07%
21,006
+5,776
285
$1.06M 0.07%
15,589
+9,881
286
$1.05M 0.06%
11,643
+3,192
287
$1.05M 0.06%
14,348
+3,968
288
$1.04M 0.06%
21,302
+80
289
$1.04M 0.06%
19,000
+11,803
290
$1.03M 0.06%
29,273
-1,759
291
$1.03M 0.06%
34,881
+289
292
$1.02M 0.06%
47,586
+1,288
293
$1.02M 0.06%
18,913
+358
294
$1.01M 0.06%
9,122
+2,578
295
$1.01M 0.06%
28,950
+7,459
296
$1.01M 0.06%
8,640
+2,474
297
$1.01M 0.06%
31,706
+3,252
298
$1M 0.06%
35,686
+2,319
299
$995K 0.06%
53,932
+5,328
300
$993K 0.06%
5,281
-640
10 11
12
13 14