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
551
$1.8M 0.04%
+23,050
552
$1.8M 0.04%
23,999
+7,566
553
$1.79M 0.04%
6,428
+1,271
554
$1.78M 0.04%
44,502
-6,831
555
$1.77M 0.04%
9,129
-491
556
$1.77M 0.04%
27,887
-97
557
$1.77M 0.04%
34,889
+2,147
558
$1.76M 0.04%
98,447
-922
559
$1.75M 0.04%
38,548
-345
560
$1.75M 0.04%
30,570
+9,943
561
$1.73M 0.04%
35,796
+8,166
562
$1.73M 0.04%
4,242
+286
563
$1.72M 0.04%
16,738
-1,725
564
$1.71M 0.04%
47,148
+392
565
$1.71M 0.04%
28,749
-21,540
566
$1.7M 0.03%
+32,426
567
$1.69M 0.03%
33,642
-5,087
568
$1.68M 0.03%
60,498
+8,434
569
$1.68M 0.03%
40,966
-266,062
570
$1.67M 0.03%
16,699
+1,372
571
$1.67M 0.03%
43,442
+4,565
572
$1.66M 0.03%
16,881
-45
573
$1.66M 0.03%
1,149
-59
574
$1.66M 0.03%
+19,994
575
$1.66M 0.03%
70,398
+397
21 22
23
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