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
451
$456K 0.03%
11,568
+339
452
$455K 0.03%
5,483
-371
453
$452K 0.03%
24,080
+787
454
$452K 0.03%
+7,217
455
$444K 0.03%
+3,447
456
$442K 0.03%
4,602
+1,239
457
$439K 0.03%
3,251
-32
458
$438K 0.03%
+2,938
459
$438K 0.03%
+12,532
460
$437K 0.03%
4,826
-162
461
$437K 0.03%
27,848
+427
462
$434K 0.03%
12,121
+1,608
463
$433K 0.03%
1,506
+520
464
$432K 0.03%
51,630
+875
465
$430K 0.03%
10,812
-1,157
466
$430K 0.03%
13,059
+927
467
$428K 0.03%
19,364
+4,907
468
$427K 0.03%
6,381
-4,731
469
$427K 0.03%
17,162
+7,726
470
$426K 0.03%
9,351
+4,492
471
$425K 0.03%
5,465
+671
472
$422K 0.03%
7,108
-215
473
$419K 0.03%
9,619
-809
474
$416K 0.03%
9,806
-382
475
$416K 0.03%
+11,360
17 18
19
20 21