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
551
$948K 0.03%
+22,328
552
$946K 0.03%
6,208
+1,145
553
$945K 0.03%
1,948
+1,131
554
$943K 0.03%
6,821
+3,962
555
$941K 0.03%
36,230
+10,220
556
$940K 0.03%
8,617
+5,897
557
$938K 0.03%
10,258
+15
558
$936K 0.03%
25,406
+10,967
559
$935K 0.03%
6,067
+3,619
560
$935K 0.03%
+25,318
561
$930K 0.03%
8,132
+1,628
562
$924K 0.03%
14,324
+3,005
563
$922K 0.03%
6,036
+2,143
564
$920K 0.02%
+11,720
565
$919K 0.02%
21,731
-2,414
566
$919K 0.02%
4,769
+253
567
$918K 0.02%
10,824
-3,032
568
$904K 0.02%
9,524
+4,625
569
$902K 0.02%
23,921
-1,228
570
$902K 0.02%
+10,051
571
$900K 0.02%
28,511
+360
572
$899K 0.02%
32,862
+8,515
573
$897K 0.02%
5,791
-224
574
$896K 0.02%
6,000
+594
575
$892K 0.02%
+30,340
21 22
23
24 25