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
551
$308K 0.02%
12,357
+748
552
$308K 0.02%
6,902
+381
553
$307K 0.02%
9,919
+1,214
554
$307K 0.02%
5,794
+173
555
$305K 0.02%
+8,001
556
$304K 0.02%
+8,434
557
$303K 0.02%
4,363
+897
558
$301K 0.02%
5,760
-676
559
$301K 0.02%
5,139
-1,238
560
$300K 0.02%
2,471
-472
561
$298K 0.02%
3,935
562
$296K 0.02%
+6,612
563
$296K 0.02%
27,996
-1,401
564
$296K 0.02%
4,061
+515
565
$294K 0.02%
5,938
+1,468
566
$294K 0.02%
4,541
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567
$294K 0.02%
3,214
-561
568
$293K 0.02%
+2,063
569
$293K 0.02%
6,099
+449
570
$293K 0.02%
6,467
-1,451
571
$292K 0.02%
46,329
+1,988
572
$289K 0.02%
2,309
-6
573
$289K 0.02%
7,247
+97
574
$288K 0.02%
505
+28
575
$288K 0.02%
2,940
+251
21 22
23
24 25