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
426
$514K 0.03%
13,322
+2,214
427
$513K 0.03%
3,863
+153
428
$513K 0.03%
10,680
-31,868
429
$511K 0.03%
+8,546
430
$507K 0.03%
9,272
+2,651
431
$498K 0.03%
6,295
+328
432
$496K 0.03%
6,121
+41
433
$489K 0.03%
10,973
+309
434
$485K 0.03%
24,036
+7,364
435
$483K 0.03%
8,916
-5,036
436
$482K 0.03%
9,437
+3,362
437
$482K 0.03%
5,823
-15
438
$480K 0.03%
16,924
+480
439
$479K 0.03%
2,882
-55
440
$479K 0.03%
7,414
+81
441
$478K 0.03%
5,180
+1,940
442
$472K 0.03%
+17,081
443
$472K 0.03%
+8,098
444
$470K 0.03%
14,420
+2,832
445
$469K 0.03%
7,019
-925
446
$469K 0.03%
5,362
+2,576
447
$467K 0.03%
16,280
+6,989
448
$463K 0.03%
7,736
-300
449
$462K 0.03%
2,275
-21
450
$461K 0.03%
10,787
-1,307
16 17
18
19 20