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
526
$1M 0.03%
18,726
-20,339
527
$1M 0.03%
28,660
+3,610
528
$992K 0.03%
+13,901
529
$988K 0.03%
13,476
+3,179
530
$983K 0.03%
12,886
-12,353
531
$981K 0.03%
+16,331
532
$981K 0.03%
+11,990
533
$981K 0.03%
20,073
-9,003
534
$980K 0.03%
+28,790
535
$979K 0.03%
12,992
+5,802
536
$978K 0.03%
5,545
+820
537
$978K 0.03%
5,899
+3,745
538
$976K 0.03%
+57,722
539
$972K 0.03%
25,218
+6,360
540
$969K 0.03%
26,456
+1,963
541
$964K 0.03%
17,856
+11,532
542
$963K 0.03%
5,776
+2,262
543
$961K 0.03%
20,028
+2,741
544
$961K 0.03%
+21,816
545
$960K 0.03%
+29,575
546
$959K 0.03%
+4,637
547
$952K 0.03%
17,307
-4,766
548
$951K 0.03%
5,937
+4,696
549
$951K 0.03%
17,679
+882
550
$950K 0.03%
+28,575
20 21
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