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
351
$723K 0.04%
13,380
+4,204
352
$717K 0.04%
4,011
+68
353
$715K 0.04%
16,726
+1,232
354
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6,526
-205
355
$713K 0.04%
5,064
+2,022
356
$708K 0.04%
3,057
-72
357
$707K 0.04%
7,877
+2,785
358
$702K 0.04%
+14,664
359
$697K 0.04%
4,804
-217
360
$687K 0.04%
28,753
+11,299
361
$682K 0.04%
4,803
+1,929
362
$681K 0.04%
11,209
+1,347
363
$676K 0.04%
21,000
+4,717
364
$673K 0.04%
4,627
-178
365
$672K 0.04%
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366
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367
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10,694
+4,295
368
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11,453
+3,599
369
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7,568
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370
$655K 0.04%
5,872
+165
371
$648K 0.04%
6,976
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372
$645K 0.04%
15,025
+65
373
$643K 0.04%
21,697
-298,916
374
$643K 0.04%
8,721
+91
375
$640K 0.04%
42,810
-1,710
13 14
15
16 17