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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 3.85%
5 Consumer Discretionary 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
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-2,702
802
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-7,455
803
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804
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-10,122
805
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-2,456
806
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-5,074
807
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-6,713
808
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-55
809
– –
-2,442
810
– –
-6,621
811
– –
-12,178
812
– –
-6,837
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