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
476
$2.22M 0.05%
36,289
+105
477
$2.22M 0.05%
+47,808
478
$2.21M 0.05%
34,901
+1,578
479
$2.2M 0.05%
9,247
-78
480
$2.19M 0.04%
90,170
+20
481
$2.18M 0.04%
99,622
+3,294
482
$2.18M 0.04%
13,509
-778
483
$2.17M 0.04%
28,096
-762
484
$2.17M 0.04%
35,359
+9,179
485
$2.14M 0.04%
15,124
+349
486
$2.13M 0.04%
12,121
-408
487
$2.12M 0.04%
64,972
-23,592
488
$2.12M 0.04%
25,596
+7,716
489
$2.11M 0.04%
10,534
-796
490
$2.1M 0.04%
16,383
-1,460
491
$2.09M 0.04%
20,064
+6,279
492
$2.09M 0.04%
35,114
+5,044
493
$2.08M 0.04%
16,553
+1,156
494
$2.07M 0.04%
67,657
+386
495
$2.06M 0.04%
14,480
-1,220
496
$2.06M 0.04%
45,307
-20,912
497
$2.06M 0.04%
35,316
+247
498
$2.05M 0.04%
35,920
+2,947
499
$2.05M 0.04%
+9,268
500
$2.04M 0.04%
40,725
-2,319
18 19
20
21 22