AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
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
26
$11.3M 0.69%
171,093
-1,706
27
$11.3M 0.69%
144,005
-37,501
28
$10.1M 0.61%
145,795
+4,033
29
$9.5M 0.58%
1,202,720
+95,656
30
$8.87M 0.54%
77,553
+31,943
31
$8.57M 0.52%
64,810
-521
32
$8.38M 0.51%
75,131
+18,925
33
$8.34M 0.51%
150,614
+1,055
34
$7.72M 0.47%
61,738
+22,441
35
$7.52M 0.46%
62,366
+24,463
36
$7.5M 0.46%
63,048
+12,444
37
$7.5M 0.46%
263,295
+22,587
38
$7.37M 0.45%
84,556
+5,549
39
$7.12M 0.44%
102,879
+3,889
40
$6.95M 0.43%
87,061
-186,045
41
$6.91M 0.42%
216,953
+13,137
42
$6.64M 0.41%
75,175
+24,199
43
$6.56M 0.4%
129,941
+6,712
44
$6.47M 0.4%
67,044
-8,494
45
$6.35M 0.39%
57,436
+1,653
46
$6.33M 0.39%
152,995
+2,244
47
$6.17M 0.38%
85,167
+292
48
$6.16M 0.38%
247,999
+21,454
49
$6.04M 0.37%
81,057
+1,461
50
$5.86M 0.36%
349,947
-73,647
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