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
51
$5.6M 0.34%
101,974
+2,846
52
$5.42M 0.33%
101,831
+9,954
53
$5.4M 0.33%
60,742
-30,352
54
$5.25M 0.32%
117,576
+1,259
55
$5.08M 0.31%
162,295
+18,105
56
$4.93M 0.3%
38,193
+1,828
57
$4.93M 0.3%
58,349
-13,079
58
$4.92M 0.3%
37,975
+1,736
59
$4.88M 0.3%
47,761
+4,081
60
$4.8M 0.29%
78,454
+3,237
61
$4.75M 0.29%
40,455
-1,897
62
$4.67M 0.29%
44,797
+2,453
63
$4.61M 0.28%
289,820
+142,564
64
$4.58M 0.28%
118,937
+38,854
65
$4.5M 0.28%
75,519
+5,321
66
$4.36M 0.27%
49,069
+4,654
67
$4.29M 0.26%
88,700
-5,180
68
$4.28M 0.26%
81,198
-5,783
69
$4.26M 0.26%
86,575
+6,444
70
$4.22M 0.26%
13,284
-18,890
71
$4.21M 0.26%
84,018
+5,386
72
$4.21M 0.26%
79,884
+13,712
73
$4.14M 0.25%
61,424
+10,307
74
$4.11M 0.25%
91,663
+4,764
75
$3.93M 0.24%
140,285
-640
1 2
3
4 5