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
301
$4.01M 0.08%
72,316
+12,530
302
$4.01M 0.08%
105,523
+10,051
303
$4M 0.08%
23,031
-85
304
$3.99M 0.08%
18,597
-3,444
305
$3.93M 0.08%
12,318
-234
306
$3.93M 0.08%
52,030
+31,239
307
$3.91M 0.08%
16,866
+425
308
$3.91M 0.08%
255,990
+37,275
309
$3.9M 0.08%
22,109
+205
310
$3.9M 0.08%
36,950
-5,245
311
$3.87M 0.08%
35,794
+4,517
312
$3.87M 0.08%
+155,856
313
$3.87M 0.08%
27,585
+1,302
314
$3.86M 0.08%
+42,934
315
$3.82M 0.08%
37,348
-170
316
$3.8M 0.08%
12,226
-486
317
$3.79M 0.08%
26,046
+6,421
318
$3.79M 0.08%
27,877
-2,814
319
$3.78M 0.08%
29,300
-6,954
320
$3.76M 0.08%
66,004
-983
321
$3.75M 0.08%
249,252
+4,923
322
$3.74M 0.08%
77,204
-2,094
323
$3.73M 0.08%
32,724
+1,530
324
$3.73M 0.08%
14,663
+1,477
325
$3.71M 0.08%
16,010
-184
11 12
13
14 15