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
451
$2.36M 0.05%
22,083
+2,603
452
$2.36M 0.05%
+55,890
453
$2.35M 0.05%
169,540
+36,064
454
$2.35M 0.05%
+57,640
455
$2.34M 0.05%
5
456
$2.34M 0.05%
25,141
+1,442
457
$2.34M 0.05%
45,697
+7,858
458
$2.33M 0.05%
25,527
-3,403
459
$2.32M 0.05%
+52,277
460
$2.32M 0.05%
66,714
+12,544
461
$2.31M 0.05%
43,220
+9,495
462
$2.31M 0.05%
19,451
+744
463
$2.31M 0.05%
9,634
+102
464
$2.3M 0.05%
35,487
+2,854
465
$2.3M 0.05%
57,662
+987
466
$2.28M 0.05%
4,863
+13
467
$2.28M 0.05%
48,217
-54,618
468
$2.28M 0.05%
130,622
+24,389
469
$2.27M 0.05%
+35,120
470
$2.27M 0.05%
9,099
-842
471
$2.26M 0.05%
5,645
+632
472
$2.26M 0.05%
10,245
+1,433
473
$2.23M 0.05%
+9,006
474
$2.23M 0.05%
19,590
-4,188
475
$2.22M 0.05%
+26,879
17 18
19
20 21