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
276
$2.22M 0.06%
+79,720
277
$2.21M 0.06%
11,388
+3,390
278
$2.2M 0.06%
72,335
-184
279
$2.2M 0.06%
31,935
+22,603
280
$2.2M 0.06%
34,499
+13,313
281
$2.19M 0.06%
55,440
-10,906
282
$2.18M 0.06%
7,350
+1,894
283
$2.17M 0.06%
112,314
+39,822
284
$2.14M 0.06%
72,793
-38,981
285
$2.14M 0.06%
11,940
+1,023
286
$2.13M 0.06%
+35,900
287
$2.13M 0.06%
52,779
+5,108
288
$2.12M 0.06%
26,743
-5,383
289
$2.11M 0.06%
38,456
+17,476
290
$2.11M 0.06%
102,458
+42,482
291
$2.09M 0.06%
11,722
-543
292
$2.09M 0.06%
6,403
+1,325
293
$2.08M 0.06%
32,175
-44,743
294
$2.07M 0.06%
44,868
+2,048
295
$2.07M 0.06%
+31,596
296
$2.07M 0.06%
7,405
+5,232
297
$2.06M 0.06%
32,126
+11,975
298
$2.06M 0.06%
16,074
+1,771
299
$2.05M 0.06%
14,744
+9,448
300
$2.04M 0.06%
101,866
+11,993
10 11
12
13 14