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
401
$572K 0.04%
9,579
+3,318
402
$571K 0.03%
4,691
+199
403
$566K 0.03%
14,456
-461
404
$565K 0.03%
7,550
+588
405
$564K 0.03%
+12,817
406
$561K 0.03%
10,813
+388
407
$558K 0.03%
13,091
+6,114
408
$556K 0.03%
7,517
+1,552
409
$552K 0.03%
10,320
+3,643
410
$552K 0.03%
4,296
+2,154
411
$549K 0.03%
7,294
+3,017
412
$543K 0.03%
8,206
+425
413
$543K 0.03%
5,918
+2,889
414
$542K 0.03%
15,030
+1,048
415
$541K 0.03%
12,527
+188
416
$538K 0.03%
+13,959
417
$536K 0.03%
12,451
+650
418
$528K 0.03%
14,258
-14,912
419
$524K 0.03%
3,591
+1,830
420
$521K 0.03%
13,642
+121
421
$517K 0.03%
+17,488
422
$516K 0.03%
36,450
+20,630
423
$515K 0.03%
19,621
+1,281
424
$515K 0.03%
+5,825
425
$515K 0.03%
3,078
+389
15 16
17
18 19