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
376
$1.64M 0.04%
13,270
+4,114
377
$1.64M 0.04%
29,888
+3,863
378
$1.63M 0.04%
+18,399
379
$1.63M 0.04%
47,808
+167
380
$1.62M 0.04%
60,562
+412
381
$1.61M 0.04%
31,298
+4,764
382
$1.61M 0.04%
13,476
-5,002
383
$1.59M 0.04%
35,487
-7,068
384
$1.58M 0.04%
57,967
+16,173
385
$1.58M 0.04%
16,694
-5,981
386
$1.58M 0.04%
10,014
+548
387
$1.58M 0.04%
8,222
+1,178
388
$1.57M 0.04%
+20,175
389
$1.57M 0.04%
29,526
+23,370
390
$1.56M 0.04%
+14,152
391
$1.55M 0.04%
78,158
+21,324
392
$1.54M 0.04%
11,095
+7,801
393
$1.53M 0.04%
18,949
-920
394
$1.53M 0.04%
29,869
+9,480
395
$1.53M 0.04%
6,235
-1,750
396
$1.52M 0.04%
7,699
+3,319
397
$1.52M 0.04%
38,130
+5,000
398
$1.51M 0.04%
6,889
+3,923
399
$1.5M 0.04%
11,220
-1,701
400
$1.5M 0.04%
15,059
+172
14 15
16
17 18