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
726
$147K 0.01%
+13,140
727
$142K 0.01%
+11,684
728
$137K 0.01%
17,075
729
$132K 0.01%
12,658
-2,778
730
$113K 0.01%
+2,579
731
$113K 0.01%
12,410
-14
732
$104K 0.01%
+12,866
733
$104K 0.01%
+10,229
734
$103K 0.01%
+5,358
735
$98K 0.01%
+13,657
736
$95K 0.01%
+13,309
737
$95K 0.01%
+15,385
738
$94K 0.01%
+1,249
739
$90K 0.01%
+10,987
740
$87K 0.01%
+14,371
741
$83K 0.01%
23,446
+1,825
742
$72K ﹤0.01%
+11,779
743
$68K ﹤0.01%
10,063
-370
744
$65K ﹤0.01%
+11,317
745
$62K ﹤0.01%
+19,205
746
$61K ﹤0.01%
+24,980
747
$55K ﹤0.01%
+33,279
748
$51K ﹤0.01%
+11,143
749
$25K ﹤0.01%
10,000
750
$14K ﹤0.01%
818
+119
28 29
30
31 32