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
451
$1.28M 0.03%
+51,474
452
$1.28M 0.03%
5,549
+2,144
453
$1.27M 0.03%
37,477
+3,079
454
$1.27M 0.03%
8,374
+1,062
455
$1.26M 0.03%
+23,934
456
$1.26M 0.03%
+40,875
457
$1.26M 0.03%
14,573
+3,354
458
$1.26M 0.03%
23,836
+7,434
459
$1.25M 0.03%
11,261
-309
460
$1.25M 0.03%
26,048
+21,174
461
$1.25M 0.03%
32,754
-804
462
$1.25M 0.03%
13,743
+7,152
463
$1.24M 0.03%
52,540
+2,333
464
$1.23M 0.03%
+50,083
465
$1.22M 0.03%
+19,830
466
$1.21M 0.03%
15,282
-2,297
467
$1.21M 0.03%
29,385
+14,289
468
$1.21M 0.03%
19,825
+6,348
469
$1.21M 0.03%
6,874
-2,599
470
$1.2M 0.03%
12,018
+1,362
471
$1.19M 0.03%
8,209
+1,920
472
$1.17M 0.03%
20,833
-559
473
$1.17M 0.03%
11,038
+6,558
474
$1.16M 0.03%
42,589
-9,031
475
$1.16M 0.03%
+20,257
17 18
19
20 21