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
201
$1.71M 0.1%
16,071
-218,190
202
$1.71M 0.1%
15,673
+2,793
203
$1.7M 0.1%
+41,512
204
$1.7M 0.1%
23,585
+6,171
205
$1.69M 0.1%
140,260
+46,200
206
$1.69M 0.1%
51,562
+1,156
207
$1.68M 0.1%
46,276
+6,901
208
$1.68M 0.1%
85,054
+28,413
209
$1.67M 0.1%
25,403
-1,502
210
$1.67M 0.1%
30,186
+1,134
211
$1.67M 0.1%
19,081
+2,417
212
$1.67M 0.1%
25,121
-1,691
213
$1.66M 0.1%
91,037
-18,474
214
$1.66M 0.1%
28,169
+1,942
215
$1.65M 0.1%
40,976
+10,101
216
$1.65M 0.1%
60,994
+7,340
217
$1.65M 0.1%
65,012
+2,856
218
$1.6M 0.1%
+39,567
219
$1.58M 0.1%
43,515
+856
220
$1.57M 0.1%
42,555
+2,460
221
$1.57M 0.1%
9,535
+1,135
222
$1.56M 0.1%
20,293
-371
223
$1.55M 0.09%
41,437
+26,814
224
$1.54M 0.09%
+27,090
225
$1.51M 0.09%
28,067
-314
7 8
9
10 11