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
251
$2.5M 0.07%
70,125
+6,927
252
$2.49M 0.07%
15,732
+4,423
253
$2.45M 0.07%
18,019
+5,744
254
$2.44M 0.07%
83,685
-25,665
255
$2.43M 0.07%
144,518
-12,028
256
$2.39M 0.06%
88,859
+9,535
257
$2.38M 0.06%
15,429
+5,471
258
$2.37M 0.06%
59,558
+18,193
259
$2.37M 0.06%
13,294
+3,909
260
$2.37M 0.06%
12,272
+3,080
261
$2.36M 0.06%
27,719
+8,570
262
$2.34M 0.06%
8,826
+6,590
263
$2.32M 0.06%
+38,705
264
$2.32M 0.06%
115,617
+33,603
265
$2.31M 0.06%
85,428
+5,292
266
$2.3M 0.06%
9,925
+417
267
$2.28M 0.06%
+17,050
268
$2.27M 0.06%
24,527
-281
269
$2.27M 0.06%
+30,896
270
$2.26M 0.06%
12,400
-80
271
$2.26M 0.06%
55,558
-3,500
272
$2.26M 0.06%
11,263
+8,669
273
$2.25M 0.06%
175,788
+28,926
274
$2.23M 0.06%
30,746
+358
275
$2.23M 0.06%
9,684
+3,657
9 10
11
12 13