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
376
$3.03M 0.06%
60,032
-5,224
377
$3.01M 0.06%
29,210
+12,148
378
$3M 0.06%
13,147
+2,259
379
$2.99M 0.06%
72,008
-10,377
380
$2.98M 0.06%
63,409
+39
381
$2.97M 0.06%
28,583
+718
382
$2.96M 0.06%
80,967
-3,904
383
$2.96M 0.06%
25,413
-307
384
$2.95M 0.06%
163,120
-10,792
385
$2.95M 0.06%
67,085
+14,887
386
$2.95M 0.06%
104,574
+18,250
387
$2.94M 0.06%
24,261
+4,223
388
$2.94M 0.06%
29,755
-18,797
389
$2.9M 0.06%
93,702
+2,875
390
$2.9M 0.06%
+118,829
391
$2.9M 0.06%
32,925
+381
392
$2.89M 0.06%
19,882
-3,681
393
$2.87M 0.06%
79,212
+41,628
394
$2.86M 0.06%
44,614
-29,562
395
$2.85M 0.06%
82,519
-7,752
396
$2.84M 0.06%
15,151
+2,647
397
$2.83M 0.06%
74,394
+6,808
398
$2.82M 0.06%
37,310
-3,453
399
$2.82M 0.06%
90,696
-4,814
400
$2.82M 0.06%
40,591
+923
14 15
16
17 18