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
401
$2.8M 0.06%
44,533
+22,082
402
$2.8M 0.06%
14,855
+1,722
403
$2.78M 0.06%
43,984
+2,383
404
$2.77M 0.06%
54,219
-4,398
405
$2.77M 0.06%
9,156
-793
406
$2.76M 0.06%
29,652
-4,549
407
$2.74M 0.06%
45,441
-2,142
408
$2.73M 0.06%
523,494
+127,324
409
$2.72M 0.06%
+108,690
410
$2.69M 0.06%
36,084
-3,519
411
$2.68M 0.05%
32,313
+2,419
412
$2.66M 0.05%
108,201
+59,944
413
$2.65M 0.05%
34,303
-6,387
414
$2.65M 0.05%
95,400
+3,900
415
$2.64M 0.05%
31,500
+11,036
416
$2.63M 0.05%
29,551
-10,494
417
$2.6M 0.05%
22,662
-1,426
418
$2.6M 0.05%
21,673
-2,442
419
$2.59M 0.05%
80,055
-11,322
420
$2.58M 0.05%
49,308
+1,899
421
$2.58M 0.05%
24,775
-54,579
422
$2.58M 0.05%
57,846
-16,007
423
$2.58M 0.05%
104,809
+8,674
424
$2.57M 0.05%
25,871
+1,238
425
$2.54M 0.05%
21,627
+2,060
15 16
17
18 19