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
601
$271K 0.02%
11,342
+142
602
$270K 0.02%
+5,607
603
$269K 0.02%
5,569
-211
604
$267K 0.02%
23,004
-3,891
605
$266K 0.02%
14,180
606
$265K 0.02%
2,513
-419
607
$264K 0.02%
5,632
+455
608
$261K 0.02%
+5,434
609
$261K 0.02%
+4,299
610
$260K 0.02%
+1,036
611
$260K 0.02%
+4,992
612
$258K 0.02%
4,578
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613
$256K 0.02%
11,722
+1,019
614
$255K 0.02%
+5,920
615
$254K 0.02%
+14,599
616
$253K 0.02%
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617
$253K 0.02%
7,677
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$252K 0.02%
2,090
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$252K 0.02%
+2,381
620
$252K 0.02%
+9,180
621
$252K 0.02%
+4,756
622
$251K 0.02%
3,220
+139
623
$251K 0.02%
6,296
-76
624
$251K 0.02%
19,633
+283
625
$251K 0.02%
3,777
-410
23 24
25
26 27