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
701
$203K 0.01%
+2,455
702
$203K 0.01%
10,943
+233
703
$202K 0.01%
+1,097
704
$201K 0.01%
+3,282
705
$200K 0.01%
828
-283
706
$200K 0.01%
+2,055
707
$200K 0.01%
+1,794
708
$200K 0.01%
9,634
+123
709
$199K 0.01%
36,104
-1,457
710
$198K 0.01%
+11,034
711
$186K 0.01%
11,051
-66
712
$186K 0.01%
10,390
-14
713
$182K 0.01%
12,032
-2,742
714
$173K 0.01%
+10,536
715
$167K 0.01%
+17,284
716
$166K 0.01%
11,417
+518
717
$166K 0.01%
+16,493
718
$164K 0.01%
+12,569
719
$162K 0.01%
83,125
+1,200
720
$160K 0.01%
+11,108
721
$159K 0.01%
42,103
+16,767
722
$158K 0.01%
17,560
+2,458
723
$157K 0.01%
+14,222
724
$151K 0.01%
+1,910
725
$147K 0.01%
18,713
+8,549
27 28
29
30 31