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
501
$370K 0.02%
7,271
+541
502
$369K 0.02%
+3,237
503
$369K 0.02%
4,391
-38,544
504
$369K 0.02%
4,742
+178
505
$368K 0.02%
6,930
+2,245
506
$364K 0.02%
+2,243
507
$364K 0.02%
+10,950
508
$363K 0.02%
6,465
+1,292
509
$362K 0.02%
4,230
-334
510
$362K 0.02%
1,868
+166
511
$358K 0.02%
6,846
+1,837
512
$355K 0.02%
14,453
-2,274
513
$355K 0.02%
+17,395
514
$352K 0.02%
4,745
+511
515
$352K 0.02%
4,313
+429
516
$351K 0.02%
5,399
+54
517
$350K 0.02%
16,137
-1,533
518
$348K 0.02%
2,060
+354
519
$346K 0.02%
16,130
-1,784
520
$345K 0.02%
11,805
+4,526
521
$345K 0.02%
11,997
+3,140
522
$345K 0.02%
9,821
-113
523
$344K 0.02%
8,145
+1,353
524
$341K 0.02%
3,533
+100
525
$341K 0.02%
2,395
-19,706
19 20
21
22 23