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
501
$2.04M 0.04%
112,629
+3,320
502
$2.03M 0.04%
18,141
+1,153
503
$2.03M 0.04%
62,977
+9,597
504
$2.03M 0.04%
41,232
-44
505
$2.03M 0.04%
8,607
+2,589
506
$2.02M 0.04%
43,208
+4,643
507
$2.01M 0.04%
9,674
-709
508
$2.01M 0.04%
43,882
+866
509
$2.01M 0.04%
3,933
-102
510
$2M 0.04%
9,758
-881
511
$2M 0.04%
19,126
-231
512
$1.99M 0.04%
42,781
+5,969
513
$1.99M 0.04%
69,331
-117
514
$1.98M 0.04%
+81,026
515
$1.98M 0.04%
95,860
-1,432
516
$1.98M 0.04%
+42,595
517
$1.98M 0.04%
14,796
+465
518
$1.97M 0.04%
81,730
-8,560
519
$1.96M 0.04%
20,143
-4
520
$1.96M 0.04%
32,137
-895
521
$1.96M 0.04%
30,581
+221
522
$1.95M 0.04%
45,989
-4,239
523
$1.94M 0.04%
23,222
-9,630
524
$1.94M 0.04%
33,177
-15,080
525
$1.94M 0.04%
26,365
+674
19 20
21
22 23