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
376
$635K 0.04%
+11,654
377
$632K 0.04%
13,026
+1,007
378
$631K 0.04%
9,899
+5,441
379
$629K 0.04%
7,883
-473
380
$627K 0.04%
2,886
+148
381
$626K 0.04%
26,841
+12,490
382
$624K 0.04%
9,978
+4,522
383
$623K 0.04%
128,216
+1,588
384
$620K 0.04%
12,573
+392
385
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14,905
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386
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15,924
-61,268
387
$609K 0.04%
21,311
+2,052
388
$604K 0.04%
13,018
-1,861
389
$603K 0.04%
4,092
+1,737
390
$602K 0.04%
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391
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37,320
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392
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4,519
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393
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18,853
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394
$593K 0.04%
2,780
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395
$591K 0.04%
4,857
+2,363
396
$586K 0.04%
5,643
+1,314
397
$581K 0.04%
4,912
+46
398
$578K 0.04%
4,097
+1,999
399
$578K 0.04%
6,952
-1,584
400
$574K 0.04%
1,168
+86
14 15
16
17 18