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
276
$4.45M 0.09%
52,350
-2,271
277
$4.44M 0.09%
64,812
+1,665
278
$4.39M 0.09%
199,210
+50,039
279
$4.31M 0.09%
41,878
+589
280
$4.3M 0.09%
40,432
-58,669
281
$4.3M 0.09%
97,903
+17,589
282
$4.28M 0.09%
21,776
+258
283
$4.28M 0.09%
66,969
+5,941
284
$4.28M 0.09%
61,294
-6,490
285
$4.27M 0.09%
76,275
+3,720
286
$4.21M 0.09%
205,555
-133,976
287
$4.21M 0.09%
105,292
+8,356
288
$4.21M 0.09%
17,081
+98
289
$4.18M 0.09%
6,376
+568
290
$4.15M 0.09%
82,433
+9,660
291
$4.15M 0.09%
29,346
+609
292
$4.14M 0.08%
153,127
+52,392
293
$4.12M 0.08%
16,851
-1,503
294
$4.11M 0.08%
93,560
-6,512
295
$4.1M 0.08%
343,881
+34,047
296
$4.09M 0.08%
16,932
+2,057
297
$4.08M 0.08%
2,020
+160
298
$4.04M 0.08%
68,796
-287
299
$4.03M 0.08%
42,448
+3,323
300
$4.02M 0.08%
17,632
+2,694
10 11
12
13 14