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
26
$20.2M 0.55%
168,173
+44,954
27
$19.8M 0.54%
214,480
+89,500
28
$19.5M 0.53%
133,946
+53,949
29
$19M 0.52%
203,022
-9,301
30
$19M 0.51%
152,168
+30,713
31
$18.5M 0.5%
711,436
+257,298
32
$18.3M 0.5%
323,546
+31,042
33
$18.3M 0.5%
111,702
-21,610
34
$17.7M 0.48%
287,522
+107,444
35
$17.6M 0.48%
210,339
-333,614
36
$17.4M 0.47%
84,747
+13,347
37
$17.1M 0.46%
317,844
+180,541
38
$16.3M 0.44%
388,710
-18,677
39
$16.3M 0.44%
395,385
+205,940
40
$16M 0.43%
54,088
-159
41
$15.8M 0.43%
235,760
+88,580
42
$15.5M 0.42%
51,905
+10,120
43
$15.4M 0.42%
110,563
+34,448
44
$15.2M 0.41%
548,761
-21,673
45
$15M 0.41%
496,701
-138,529
46
$14.8M 0.4%
171,090
+72,631
47
$14.6M 0.4%
567,442
+43,985
48
$14.3M 0.39%
169,555
-65,504
49
$14.3M 0.39%
118,658
+17,156
50
$14.2M 0.38%
98,135
+28,502
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