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
176
$2.13M 0.13%
28,411
+520
177
$2.09M 0.13%
31,966
+28,721
178
$2.01M 0.12%
4,757
+602
179
$1.98M 0.12%
18,324
+2,862
180
$1.98M 0.12%
9,999
+991
181
$1.97M 0.12%
16,845
+3,720
182
$1.96M 0.12%
17,777
+7,102
183
$1.95M 0.12%
57,919
+49
184
$1.95M 0.12%
44,769
-2,122
185
$1.94M 0.12%
15,261
-194
186
$1.93M 0.12%
83,248
-2,736
187
$1.91M 0.12%
77,426
-17,381
188
$1.89M 0.12%
24,079
+4,614
189
$1.88M 0.11%
23,690
+4,753
190
$1.87M 0.11%
67,410
+39,198
191
$1.87M 0.11%
7,690
+380
192
$1.87M 0.11%
13,034
+373
193
$1.85M 0.11%
14,478
-852
194
$1.85M 0.11%
39,297
-25,470
195
$1.82M 0.11%
65,245
+17,670
196
$1.81M 0.11%
20,177
+15,589
197
$1.76M 0.11%
23,025
+1,048
198
$1.75M 0.11%
27,997
+287
199
$1.75M 0.11%
26,708
+10,693
200
$1.73M 0.11%
14,629
-3,508
6 7
8
9 10