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
251
$5.09M 0.1%
28,524
+3,788
252
$5.09M 0.1%
164,490
+10,265
253
$5.08M 0.1%
74,945
-1,878
254
$5.05M 0.1%
163,953
+10,227
255
$5.02M 0.1%
67,647
-4,986
256
$5.01M 0.1%
65,575
+5,761
257
$4.99M 0.1%
222,853
-10,189
258
$4.93M 0.1%
38,053
+1,242
259
$4.91M 0.1%
79,106
+16,091
260
$4.9M 0.1%
51,192
-12,573
261
$4.89M 0.1%
31,182
+972
262
$4.86M 0.1%
101,374
-16,333
263
$4.83M 0.1%
39,241
-8,647
264
$4.8M 0.1%
8,623
-571
265
$4.75M 0.1%
44,109
+10,604
266
$4.75M 0.1%
60,261
+3,975
267
$4.71M 0.1%
65,080
-7,298
268
$4.68M 0.1%
18,169
+332
269
$4.66M 0.1%
22,731
-702
270
$4.61M 0.09%
27,155
+5,419
271
$4.59M 0.09%
102,095
-9,265
272
$4.59M 0.09%
+161,098
273
$4.56M 0.09%
149,840
-1,100
274
$4.5M 0.09%
13,442
-310
275
$4.45M 0.09%
33,771
-783
9 10
11
12 13