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
651
$233K 0.01%
+15,435
652
$233K 0.01%
3,723
-1,657
653
$231K 0.01%
+2,949
654
$231K 0.01%
+6,887
655
$231K 0.01%
13,306
+298
656
$231K 0.01%
+2,312
657
$230K 0.01%
+4,069
658
$230K 0.01%
5,778
-173
659
$229K 0.01%
+3,810
660
$227K 0.01%
+5,875
661
$226K 0.01%
2,381
+19
662
$226K 0.01%
1,416
-230
663
$225K 0.01%
+8,920
664
$224K 0.01%
+2,450
665
$224K 0.01%
+2,808
666
$223K 0.01%
+3,827
667
$223K 0.01%
+2,643
668
$222K 0.01%
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669
$222K 0.01%
2,479
-479
670
$222K 0.01%
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671
$221K 0.01%
+6,875
672
$221K 0.01%
+6,696
673
$220K 0.01%
5,908
-290
674
$218K 0.01%
+3,388
675
$216K 0.01%
10,887
-399
25 26
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