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
476
$1.16M 0.03%
22,287
-3,736
477
$1.16M 0.03%
18,126
+2,604
478
$1.16M 0.03%
13,212
+1,235
479
$1.15M 0.03%
+31,985
480
$1.14M 0.03%
+27,492
481
$1.14M 0.03%
+19,730
482
$1.13M 0.03%
22,738
+1,502
483
$1.13M 0.03%
+7,963
484
$1.13M 0.03%
25,849
+20,710
485
$1.12M 0.03%
+6,662
486
$1.12M 0.03%
+15,469
487
$1.12M 0.03%
15,421
+509
488
$1.11M 0.03%
12,277
-2,416
489
$1.11M 0.03%
15,966
-2,178
490
$1.1M 0.03%
7,606
+3,176
491
$1.1M 0.03%
+7,209
492
$1.1M 0.03%
15,979
-6,553
493
$1.09M 0.03%
+42,645
494
$1.09M 0.03%
+23,504
495
$1.09M 0.03%
24,521
+1,358
496
$1.09M 0.03%
25,925
-4,038
497
$1.08M 0.03%
+9,239
498
$1.08M 0.03%
+20,048
499
$1.08M 0.03%
33,328
+24,929
500
$1.07M 0.03%
17,433
-5,081
18 19
20
21 22