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
151
$2.44M 0.15%
15,939
+1,283
152
$2.42M 0.15%
43,620
-9,397
153
$2.4M 0.15%
26,596
-602
154
$2.39M 0.15%
48,237
+1,914
155
$2.39M 0.15%
72,731
+4,498
156
$2.38M 0.15%
45,989
+24,019
157
$2.37M 0.15%
21,952
+7,074
158
$2.37M 0.14%
85,600
+5,495
159
$2.35M 0.14%
18,978
+583
160
$2.34M 0.14%
22,843
+1,028
161
$2.31M 0.14%
96,706
-2,873
162
$2.3M 0.14%
95,292
+7,385
163
$2.29M 0.14%
11,557
+401
164
$2.28M 0.14%
56,299
+4,017
165
$2.27M 0.14%
13,186
+2,484
166
$2.27M 0.14%
40,719
-142
167
$2.25M 0.14%
14,080
+2,912
168
$2.25M 0.14%
21,373
+1,894
169
$2.24M 0.14%
+40,935
170
$2.23M 0.14%
+50,223
171
$2.19M 0.13%
145,107
+13,473
172
$2.18M 0.13%
23,567
+8,486
173
$2.17M 0.13%
76,044
-181
174
$2.16M 0.13%
1,157
-52
175
$2.14M 0.13%
26,567
+3,384
5 6
7
8 9