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
476
$412K 0.03%
+3,302
477
$411K 0.03%
11,368
+4,143
478
$411K 0.03%
+3,222
479
$410K 0.03%
4,050
+211
480
$406K 0.02%
7,534
-5,684
481
$405K 0.02%
11,927
+731
482
$405K 0.02%
+8,029
483
$401K 0.02%
30,099
+10,423
484
$401K 0.02%
3,859
+69
485
$398K 0.02%
12,447
+147
486
$397K 0.02%
10,408
+1,087
487
$395K 0.02%
5,500
+109
488
$395K 0.02%
2,753
+130
489
$393K 0.02%
13,164
+1,421
490
$392K 0.02%
+16,452
491
$389K 0.02%
906
+48
492
$388K 0.02%
8,091
+705
493
$380K 0.02%
12,785
+295
494
$378K 0.02%
3,516
+2
495
$377K 0.02%
13,884
-1,858
496
$377K 0.02%
6,506
+1,403
497
$376K 0.02%
2,050
+135
498
$376K 0.02%
6,027
+288
499
$374K 0.02%
2,770
+262
500
$370K 0.02%
11,752
+184
18 19
20
21 22