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
351
$3.39M 0.07%
17,685
+6,177
352
$3.36M 0.07%
98,360
-627
353
$3.35M 0.07%
169,461
+61,758
354
$3.33M 0.07%
106,609
-1,009
355
$3.33M 0.07%
23,476
-908
356
$3.33M 0.07%
22,179
+540
357
$3.33M 0.07%
85,921
-5,224
358
$3.31M 0.07%
21,816
-5,935
359
$3.3M 0.07%
61,748
+2,649
360
$3.27M 0.07%
36,348
+8,008
361
$3.27M 0.07%
29,571
-871
362
$3.25M 0.07%
100,247
-1,579
363
$3.23M 0.07%
52,519
+312
364
$3.21M 0.07%
26,259
+2,321
365
$3.2M 0.07%
88,292
+6,762
366
$3.2M 0.07%
9,459
+371
367
$3.16M 0.06%
49,776
-4,015
368
$3.15M 0.06%
74,900
-4,580
369
$3.13M 0.06%
+36,973
370
$3.11M 0.06%
12,818
+563
371
$3.1M 0.06%
56,835
-9,938
372
$3.09M 0.06%
141,288
-444
373
$3.09M 0.06%
62,848
+3,232
374
$3.06M 0.06%
115,664
+3,211
375
$3.04M 0.06%
90,096
+13,785
13 14
15
16 17