AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
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
76
$3.87M 0.24%
99,464
+14,073
77
$3.85M 0.24%
110,336
+22,448
78
$3.83M 0.23%
51,555
+6,733
79
$3.69M 0.23%
26,206
+421
80
$3.68M 0.23%
125,737
+8,771
81
$3.67M 0.22%
70,559
-1,708
82
$3.67M 0.22%
327,613
+50,353
83
$3.63M 0.22%
44,057
+4,078
84
$3.62M 0.22%
44,784
-17,017
85
$3.57M 0.22%
30,687
-1,409
86
$3.48M 0.21%
23,692
+2,589
87
$3.47M 0.21%
132,665
+13,834
88
$3.38M 0.21%
19,985
+441
89
$3.38M 0.21%
28,469
+2,759
90
$3.36M 0.21%
21,956
-661
91
$3.35M 0.2%
36,622
-345
92
$3.31M 0.2%
32,504
+13,101
93
$3.22M 0.2%
27,862
+1,248
94
$3.21M 0.2%
53,626
+10,225
95
$3.21M 0.2%
63,006
+10,118
96
$3.2M 0.2%
66,187
+2,064
97
$3.2M 0.2%
23,647
-2,379
98
$3.11M 0.19%
80,054
+12,374
99
$3.07M 0.19%
28,529
-1,125
100
$3.06M 0.19%
30,165
-67,577
2 3
4
5 6