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
401
$1.48M 0.04%
11,898
+6,856
402
$1.48M 0.04%
13,321
+4,751
403
$1.47M 0.04%
7,775
-2,351
404
$1.47M 0.04%
+31,628
405
$1.46M 0.04%
27,956
+8,288
406
$1.46M 0.04%
8,784
+2,600
407
$1.46M 0.04%
27,993
+8,809
408
$1.45M 0.04%
29,520
+8,319
409
$1.45M 0.04%
26,420
+21,156
410
$1.44M 0.04%
17,257
+5,148
411
$1.44M 0.04%
9,369
-1,875
412
$1.44M 0.04%
19,216
-1,309
413
$1.43M 0.04%
7,984
+2,851
414
$1.43M 0.04%
28,045
+2,280
415
$1.43M 0.04%
31,387
-9,943
416
$1.43M 0.04%
16,245
+5,990
417
$1.42M 0.04%
+28,450
418
$1.42M 0.04%
32,220
+25,248
419
$1.41M 0.04%
22,063
+963
420
$1.41M 0.04%
32,251
-12,519
421
$1.4M 0.04%
14,536
-161
422
$1.4M 0.04%
23,791
+12,463
423
$1.4M 0.04%
+34,077
424
$1.39M 0.04%
1,747
+132
425
$1.38M 0.04%
107,382
-10,044
15 16
17
18 19