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
326
$1.9M 0.05%
17,650
+2,130
327
$1.9M 0.05%
61,464
+19,176
328
$1.88M 0.05%
16,474
-3,046
329
$1.88M 0.05%
201,672
+62,829
330
$1.86M 0.05%
+31,727
331
$1.86M 0.05%
49,421
+958
332
$1.85M 0.05%
65,330
-580
333
$1.85M 0.05%
16,491
+3,681
334
$1.85M 0.05%
12,516
+3,215
335
$1.84M 0.05%
+108,075
336
$1.84M 0.05%
19,941
+12,018
337
$1.83M 0.05%
12,104
+140
338
$1.83M 0.05%
55,539
+6,847
339
$1.83M 0.05%
23,952
+209
340
$1.82M 0.05%
12,751
+5,871
341
$1.8M 0.05%
30,276
+188
342
$1.8M 0.05%
+28,342
343
$1.79M 0.05%
90,310
+11,270
344
$1.79M 0.05%
35,159
+27,371
345
$1.79M 0.05%
69,700
-27,759
346
$1.77M 0.05%
151,852
+29,564
347
$1.77M 0.05%
61,016
-97,389
348
$1.77M 0.05%
9,250
+6,051
349
$1.76M 0.05%
+31,778
350
$1.76M 0.05%
17,350
+1,865
12 13
14
15 16