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
301
$2.04M 0.06%
6
+2
302
$2.04M 0.06%
+20,363
303
$2.04M 0.06%
5,371
+261
304
$2.04M 0.06%
22,729
+898
305
$2.02M 0.05%
19,161
+8,393
306
$2.02M 0.05%
64,385
+1,062
307
$2.02M 0.05%
16,039
-65,153
308
$2.02M 0.05%
20,613
+6,132
309
$2.01M 0.05%
37,477
+8,613
310
$2.01M 0.05%
5,346
-956
311
$2M 0.05%
30,705
+5,473
312
$2M 0.05%
87,944
-109,552
313
$1.99M 0.05%
9,641
-652
314
$1.98M 0.05%
32,781
+27,043
315
$1.97M 0.05%
90,500
+6,438
316
$1.97M 0.05%
68,029
+12,911
317
$1.96M 0.05%
7,190
+1,959
318
$1.96M 0.05%
19,455
+1,357
319
$1.94M 0.05%
18,185
+1,363
320
$1.94M 0.05%
22,673
+8,683
321
$1.93M 0.05%
19,182
-230
322
$1.93M 0.05%
37,029
+2,605
323
$1.93M 0.05%
16,423
+2,964
324
$1.92M 0.05%
24,112
+12,058
325
$1.91M 0.05%
11,822
-4,972
11 12
13
14 15