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
426
$1.37M 0.04%
37,829
+1,011
427
$1.36M 0.04%
37,700
+10,789
428
$1.36M 0.04%
21,752
+1
429
$1.36M 0.04%
25,264
-10,502
430
$1.35M 0.04%
25,527
+13,601
431
$1.35M 0.04%
7,472
-136
432
$1.33M 0.04%
35,362
+27,235
433
$1.33M 0.04%
40,971
+20,347
434
$1.33M 0.04%
25,965
+9,555
435
$1.33M 0.04%
74,780
-4,244
436
$1.33M 0.04%
13,945
+4,781
437
$1.33M 0.04%
10,895
-1,030
438
$1.32M 0.04%
57,189
+2,144
439
$1.32M 0.04%
25,498
-1,544
440
$1.32M 0.04%
45,484
+27,969
441
$1.32M 0.04%
+23,460
442
$1.31M 0.04%
21,383
-3,021
443
$1.31M 0.04%
17,824
+2,131
444
$1.3M 0.04%
8,711
+4,435
445
$1.29M 0.04%
+44,380
446
$1.29M 0.04%
+4,581
447
$1.29M 0.04%
9,421
+691
448
$1.29M 0.03%
21,855
+6,915
449
$1.28M 0.03%
12,320
-3,326
450
$1.28M 0.03%
21,969
+2,983
16 17
18
19 20