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
526
$337K 0.02%
6,491
+158
527
$336K 0.02%
4,198
-144
528
$333K 0.02%
20,959
+3,696
529
$332K 0.02%
3,713
+1,282
530
$332K 0.02%
10,260
-3,535
531
$331K 0.02%
6,804
+24
532
$331K 0.02%
+16,242
533
$329K 0.02%
+5,041
534
$329K 0.02%
+5,298
535
$329K 0.02%
26,858
+3,061
536
$328K 0.02%
17,226
+447
537
$326K 0.02%
6,408
+139
538
$325K 0.02%
10,880
-966
539
$324K 0.02%
4,741
+276
540
$322K 0.02%
2,743
+138
541
$317K 0.02%
+5,391
542
$317K 0.02%
6,158
+113
543
$316K 0.02%
+3,602
544
$316K 0.02%
6,601
-7,620
545
$312K 0.02%
3,506
+247
546
$312K 0.02%
+4,800
547
$311K 0.02%
2,814
+472
548
$309K 0.02%
4,449
+786
549
$309K 0.02%
3,969
-34
550
$308K 0.02%
2,364
+661
20 21
22
23 24