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
326
$839K 0.05%
13,495
+1,863
327
$835K 0.05%
9,621
-1,530
328
$831K 0.05%
8,281
+326
329
$829K 0.05%
27,584
+600
330
$827K 0.05%
5,235
-279
331
$826K 0.05%
6,686
-773
332
$820K 0.05%
5,964
+3,199
333
$813K 0.05%
13,427
+3,127
334
$811K 0.05%
32,162
+7,052
335
$806K 0.05%
35,573
-1,213
336
$802K 0.05%
8,004
+1,049
337
$800K 0.05%
1,359
+220
338
$789K 0.05%
2,906
+957
339
$774K 0.05%
8,470
+1,539
340
$773K 0.05%
18,673
+2,305
341
$772K 0.05%
9,166
-174
342
$771K 0.05%
7,649
-621
343
$759K 0.05%
8,572
+2,616
344
$753K 0.05%
27,051
+1,871
345
$752K 0.05%
39,624
+675
346
$745K 0.05%
7,116
+1,601
347
$745K 0.05%
24,371
+16,314
348
$742K 0.05%
16,012
+410
349
$736K 0.05%
+11,907
350
$734K 0.04%
7,764
-396
12 13
14
15 16