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
426
$2.54M 0.05%
31,452
+3,376
427
$2.54M 0.05%
66,887
-12,438
428
$2.53M 0.05%
22,432
-11,956
429
$2.53M 0.05%
28,813
+968
430
$2.51M 0.05%
34,876
+709
431
$2.51M 0.05%
15,598
+863
432
$2.49M 0.05%
11,536
-1,944
433
$2.49M 0.05%
32,792
+8,140
434
$2.48M 0.05%
33,204
-3,765
435
$2.47M 0.05%
38,256
+2,549
436
$2.46M 0.05%
24,551
+3,480
437
$2.46M 0.05%
8,778
-54
438
$2.46M 0.05%
36,469
+680
439
$2.46M 0.05%
77,189
+2,293
440
$2.45M 0.05%
37,247
-3,251
441
$2.45M 0.05%
13,242
+129
442
$2.44M 0.05%
126,206
+10,237
443
$2.44M 0.05%
11,182
+2,338
444
$2.43M 0.05%
8,107
-396
445
$2.42M 0.05%
17,466
-2,342
446
$2.42M 0.05%
26,744
+1,653
447
$2.41M 0.05%
49,446
+1,501
448
$2.39M 0.05%
1,814
+309
449
$2.39M 0.05%
169,279
-1,157
450
$2.36M 0.05%
40,929
-2,979
16 17
18
19 20