AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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
+$14.8M
2
+$8.61M
3
+$8.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.37M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.34M

Top Sells

1
+$23.3M
2
+$14.9M
3
+$9.72M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.84M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$6.84M

Sector Composition

1 Technology 5.36%
2 Healthcare 4.76%
3 Financials 4.34%
4 Industrials 3.87%
5 Consumer Discretionary 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-7,040
777
– –
-2,702
778
– –
-7,455
779
– –
-5,323
780
– –
-10,122
781
– –
-2,456
782
– –
-5,074
783
– –
-6,713
784
– –
-55
785
– –
-2,442
786
– –
-6,621
787
– –
-12,178
788
– –
-6,837
789
– –
-7,542
790
– –
-34,183
791
– –
-10,022
792
– –
-8,194
793
– –
-18,413
794
– –
-9,473
795
– –
-12,640
796
– –
-22,644
797
– –
-7,836
798
– –
-10,035
799
– –
-14,568
800
– –
-18,309
29 30 31
32
33