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
301
$989K 0.06%
13,214
+1,218
302
$977K 0.06%
19,316
+2,838
303
$975K 0.06%
21,646
+3,125
304
$963K 0.06%
23,518
+10,092
305
$955K 0.06%
2,836
+97
306
$954K 0.06%
+21,907
307
$946K 0.06%
6,815
+604
308
$941K 0.06%
8,625
+1,449
309
$927K 0.06%
48,761
+6,243
310
$921K 0.06%
37,518
+11,257
311
$911K 0.06%
16,067
+5,067
312
$893K 0.05%
19,312
+6,150
313
$889K 0.05%
79,464
-4,896
314
$888K 0.05%
10,009
+776
315
$888K 0.05%
+7,225
316
$885K 0.05%
15,973
+5,305
317
$875K 0.05%
16,742
+8,982
318
$872K 0.05%
15,781
-4,294
319
$866K 0.05%
6,126
+5
320
$861K 0.05%
20,319
+1,435
321
$860K 0.05%
22,570
+13,009
322
$846K 0.05%
19,513
+5,110
323
$845K 0.05%
12,719
-1,533
324
$842K 0.05%
24,695
+129
325
$842K 0.05%
6,625
+785
11 12
13
14 15