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
$3.69B
AUM Growth
+$885M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$33.5M
3
+$32.8M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$21.4M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M

Top Sells

1
+$28M
2
+$22.5M
3
+$21.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$12.4M
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$11.1M

Sector Composition

1 Technology 8.64%
2 Financials 6.42%
3 Healthcare 5.84%
4 Industrials 4.71%
5 Consumer Discretionary 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.85M 0.08%
85,898
-407
227
$2.85M 0.08%
57,142
+6,682
228
$2.85M 0.08%
9,439
+2,124
229
$2.85M 0.08%
50,613
+44,031
230
$2.84M 0.08%
+35,485
231
$2.79M 0.08%
14,389
+9,555
232
$2.78M 0.08%
39,968
+4,511
233
$2.74M 0.07%
12,864
+7,198
234
$2.73M 0.07%
43,080
+4,659
235
$2.72M 0.07%
28,954
-3,838
236
$2.71M 0.07%
12,908
-3,674
237
$2.7M 0.07%
79,489
+6,622
238
$2.68M 0.07%
19,493
+5,585
239
$2.67M 0.07%
+19,963
240
$2.67M 0.07%
23,967
+12,864
241
$2.65M 0.07%
7,711
+6,826
242
$2.65M 0.07%
21,919
+3,528
243
$2.64M 0.07%
40,658
+7,092
244
$2.64M 0.07%
199,918
+22,195
245
$2.6M 0.07%
10,805
+1,732
246
$2.59M 0.07%
9,073
+6,310
247
$2.57M 0.07%
87,760
+3,390
248
$2.55M 0.07%
69,740
+8,407
249
$2.54M 0.07%
+169,070
250
$2.51M 0.07%
70,966
+4,776
8 9
10
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