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
576
$288K 0.02%
9,425
+143
577
$284K 0.02%
+2,141
578
$281K 0.02%
+9,158
579
$281K 0.02%
25,275
+280
580
$281K 0.02%
2,310
-121
581
$281K 0.02%
5,427
+1,220
582
$281K 0.02%
10,138
+315
583
$280K 0.02%
6,246
-1,186
584
$279K 0.02%
4,067
+593
585
$279K 0.02%
8,775
+459
586
$278K 0.02%
5,631
+68
587
$278K 0.02%
+2,101
588
$278K 0.02%
10,824
+1,554
589
$277K 0.02%
13,095
+1,393
590
$277K 0.02%
9,052
-2,341
591
$276K 0.02%
7,644
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592
$276K 0.02%
1,705
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593
$276K 0.02%
7,222
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594
$276K 0.02%
+2,085
595
$275K 0.02%
5,074
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596
$275K 0.02%
+7,749
597
$275K 0.02%
7,869
-62
598
$273K 0.02%
+1,818
599
$272K 0.02%
6,311
-73
600
$272K 0.02%
1,648
+405
22 23
24
25 26