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
626
$250K 0.02%
4,471
+234
627
$250K 0.02%
+4,070
628
$250K 0.02%
4,782
+71
629
$248K 0.02%
+13,641
630
$248K 0.02%
2,376
+157
631
$247K 0.02%
3,196
-90
632
$247K 0.02%
+4,700
633
$246K 0.02%
3,930
-32
634
$245K 0.02%
9,848
-3,874
635
$245K 0.02%
2,843
+74
636
$242K 0.01%
10,627
+238
637
$242K 0.01%
2,968
+24
638
$241K 0.01%
+5,327
639
$240K 0.01%
+3,405
640
$239K 0.01%
+10,988
641
$238K 0.01%
+2,147
642
$238K 0.01%
7,112
+231
643
$238K 0.01%
+29,023
644
$237K 0.01%
2,544
-3,966
645
$236K 0.01%
+10,208
646
$235K 0.01%
6,045
+96
647
$235K 0.01%
+7,357
648
$235K 0.01%
+2,958
649
$235K 0.01%
+7,674
650
$233K 0.01%
+2,322
24 25
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