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
101
$3.02M 0.19%
26,668
-3,771
102
$3.02M 0.18%
35,741
-21,438
103
$3M 0.18%
23,123
+3,787
104
$3M 0.18%
+113,422
105
$3M 0.18%
43,111
+2,810
106
$3M 0.18%
+47,735
107
$2.99M 0.18%
18,498
+763
108
$2.99M 0.18%
65,720
-4,960
109
$2.99M 0.18%
64,240
-2,060
110
$2.96M 0.18%
169,301
+26,996
111
$2.94M 0.18%
83,466
-781
112
$2.93M 0.18%
176,150
+6,800
113
$2.93M 0.18%
+45,372
114
$2.92M 0.18%
34,627
+6,563
115
$2.91M 0.18%
15,709
+716
116
$2.91M 0.18%
288,888
+23,668
117
$2.9M 0.18%
+154,275
118
$2.89M 0.18%
105,395
+9,109
119
$2.88M 0.18%
74,433
+7,761
120
$2.87M 0.18%
22,690
+630
121
$2.84M 0.17%
59,936
+10,955
122
$2.84M 0.17%
59,321
+2,765
123
$2.81M 0.17%
57,917
-597
124
$2.8M 0.17%
33,618
+3,702
125
$2.8M 0.17%
33,448
+1,271
3 4
5
6 7