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
526
$1.93M 0.04%
9,941
-1,417
527
$1.93M 0.04%
40,620
+827
528
$1.92M 0.04%
52,023
+2,748
529
$1.92M 0.04%
39,301
-6,366
530
$1.92M 0.04%
33,301
+2,912
531
$1.92M 0.04%
66,774
-2,417
532
$1.91M 0.04%
129,518
+1,913
533
$1.91M 0.04%
8,941
+589
534
$1.9M 0.04%
10,516
+2,596
535
$1.89M 0.04%
19,086
+433
536
$1.88M 0.04%
30,950
-5,735
537
$1.87M 0.04%
45,432
+1,284
538
$1.87M 0.04%
52,426
+758
539
$1.86M 0.04%
41,657
-846
540
$1.86M 0.04%
23,597
-155
541
$1.85M 0.04%
24,147
-834
542
$1.83M 0.04%
28,624
-10
543
$1.83M 0.04%
28,609
+8,167
544
$1.82M 0.04%
13,440
+1,576
545
$1.82M 0.04%
51,086
-1,983
546
$1.81M 0.04%
26,955
-2,390
547
$1.81M 0.04%
24,347
+6,872
548
$1.8M 0.04%
+46,369
549
$1.8M 0.04%
13,599
+3,524
550
$1.8M 0.04%
4,067
-4,649
20 21
22
23 24