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
$4.88B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$10.4M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$10.2M

Top Sells

1
+$29.5M
2
+$17.1M
3
+$16.2M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$15.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.4M

Sector Composition

1 Technology 10%
2 Healthcare 8.37%
3 Financials 7.54%
4 Industrials 5.28%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.48M 0.11%
105,910
+1,400
227
$5.43M 0.11%
96,712
+2,177
228
$5.43M 0.11%
165,091
+16,268
229
$5.42M 0.11%
14,371
+450
230
$5.42M 0.11%
57,780
-1,945
231
$5.41M 0.11%
61,905
+17,287
232
$5.41M 0.11%
76,813
+4,665
233
$5.4M 0.11%
18,550
+5,190
234
$5.38M 0.11%
53,248
+5,192
235
$5.38M 0.11%
276,640
+17,454
236
$5.36M 0.11%
117,357
+1,701
237
$5.36M 0.11%
+213,571
238
$5.36M 0.11%
215,926
+33,036
239
$5.31M 0.11%
26,076
-4,301
240
$5.29M 0.11%
51,522
+1,686
241
$5.28M 0.11%
50,798
+1,916
242
$5.28M 0.11%
65,003
-210,777
243
$5.24M 0.11%
108,390
-5,565
244
$5.23M 0.11%
516,440
+53,435
245
$5.22M 0.11%
74,079
+1,062
246
$5.21M 0.11%
80,979
-5,899
247
$5.19M 0.11%
52,284
-3,874
248
$5.12M 0.11%
152,858
+98,348
249
$5.11M 0.1%
29,301
+2,568
250
$5.1M 0.1%
37,574
+3,778
8 9
10
11 12