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 5.51%
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
126
$2.74M 0.17%
113,086
+21,670
127
$2.73M 0.17%
90,180
+8,055
128
$2.73M 0.17%
33,935
+4,372
129
$2.73M 0.17%
36,739
-5,146
130
$2.7M 0.17%
45,300
-117
131
$2.7M 0.17%
15,532
+1,048
132
$2.69M 0.16%
51,857
+4,495
133
$2.69M 0.16%
34,594
+1,909
134
$2.68M 0.16%
124,344
+33,092
135
$2.68M 0.16%
28,538
+902
136
$2.67M 0.16%
25,158
-212
137
$2.65M 0.16%
50,859
+6,832
138
$2.64M 0.16%
49,290
+338
139
$2.64M 0.16%
28,353
-13,407
140
$2.64M 0.16%
52,679
+8,175
141
$2.63M 0.16%
90,369
+13,188
142
$2.62M 0.16%
93,547
+14,559
143
$2.6M 0.16%
113,958
+13,914
144
$2.59M 0.16%
45,186
+2,224
145
$2.55M 0.16%
144,155
+17,417
146
$2.54M 0.16%
45,930
-3,260
147
$2.54M 0.16%
88,291
+8,371
148
$2.52M 0.15%
49,404
+4,622
149
$2.51M 0.15%
64,826
+9,273
150
$2.48M 0.15%
64,748
-362
4 5
6
7 8