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
676
$215K 0.01%
7,177
-1,561
677
$214K 0.01%
+2,064
678
$214K 0.01%
+1,340
679
$214K 0.01%
+8,865
680
$214K 0.01%
6,193
+65
681
$213K 0.01%
+2,727
682
$213K 0.01%
+3,958
683
$213K 0.01%
+2,719
684
$212K 0.01%
3,757
-805
685
$211K 0.01%
+4,546
686
$211K 0.01%
12,485
+180
687
$210K 0.01%
9,431
-2,031
688
$210K 0.01%
2,032
-158
689
$209K 0.01%
+3,362
690
$208K 0.01%
10,450
-11
691
$207K 0.01%
9,434
-571
692
$206K 0.01%
+2,445
693
$206K 0.01%
+7,335
694
$205K 0.01%
+6,583
695
$205K 0.01%
3,805
-917
696
$205K 0.01%
10,973
+49
697
$204K 0.01%
25,672
-13,832
698
$204K 0.01%
+1,630
699
$204K 0.01%
+8,844
700
$203K 0.01%
+6,540
26 27
28
29 30