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
351
$1.76M 0.05%
116,420
+79,223
352
$1.75M 0.05%
13,158
+3,147
353
$1.75M 0.05%
15,542
+4,458
354
$1.75M 0.05%
41,583
-194
355
$1.74M 0.05%
8,826
+4,155
356
$1.73M 0.05%
6,698
+3,222
357
$1.73M 0.05%
+16,424
358
$1.72M 0.05%
18,240
+9,529
359
$1.71M 0.05%
+9,948
360
$1.71M 0.05%
20,331
-8,341
361
$1.71M 0.05%
+51,048
362
$1.7M 0.05%
42,349
+34,356
363
$1.7M 0.05%
30,650
+4,612
364
$1.7M 0.05%
79,660
-5,385
365
$1.7M 0.05%
56,949
+2,819
366
$1.7M 0.05%
14,596
+5,053
367
$1.7M 0.05%
+30,695
368
$1.69M 0.05%
17,654
-246
369
$1.68M 0.05%
+10,584
370
$1.68M 0.05%
70,546
+1,290
371
$1.67M 0.05%
+14,926
372
$1.67M 0.05%
100,230
+32,280
373
$1.66M 0.04%
11,601
-4,665
374
$1.65M 0.04%
15,367
+4,467
375
$1.65M 0.04%
+10,184
13 14
15
16 17