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 5.36%
2 Healthcare 4.76%
3 Financials 4.34%
4 Industrials 3.85%
5 Consumer Discretionary 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-10,483
752
– –
-6,202
753
– –
-1,044
754
– –
-7,542
755
– –
-34,183
756
– –
-10,022
757
– –
-3,428
758
– –
-17,130
759
– –
-1,688
760
– –
-43,433
761
– –
-2,866
762
– –
-9,071
763
– –
-18,413
764
– –
-9,473
765
– –
-12,640
766
– –
-22,644
767
– –
-7,836
768
– –
-10,035
769
– –
-14,568
770
– –
-18,309
771
– –
-966
772
– –
-7,879
773
– –
-7,596
774
– –
-41,380
775
– –
-23,304
29 30
31
32 33