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
501
$1.07M 0.03%
33,598
+5,298
502
$1.07M 0.03%
11,385
+5,019
503
$1.06M 0.03%
18,882
+14,783
504
$1.06M 0.03%
42,070
-5,460
505
$1.06M 0.03%
+39,314
506
$1.05M 0.03%
39,388
+26,107
507
$1.05M 0.03%
3,658
+704
508
$1.05M 0.03%
+30,978
509
$1.05M 0.03%
29,540
+1,507
510
$1.04M 0.03%
13,413
+2,760
511
$1.04M 0.03%
13,163
+5,127
512
$1.03M 0.03%
30,048
+1,472
513
$1.03M 0.03%
24,426
+968
514
$1.02M 0.03%
27,213
-3,627
515
$1.02M 0.03%
3,168
+1,811
516
$1.02M 0.03%
13,746
+9,810
517
$1.02M 0.03%
60,800
-9,800
518
$1.02M 0.03%
20,748
+439
519
$1.01M 0.03%
50,046
+23,679
520
$1.01M 0.03%
+19,876
521
$1.01M 0.03%
11,918
+6,962
522
$1.01M 0.03%
6,084
-2,708
523
$1.01M 0.03%
4,247
+236
524
$1M 0.03%
41,625
+9,804
525
$1M 0.03%
20,410
-1,938
19 20
21
22 23