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
576
$891K 0.02%
15,757
+5,065
577
$889K 0.02%
18,428
-435
578
$888K 0.02%
10,184
+1,665
579
$886K 0.02%
744
+28
580
$886K 0.02%
27,167
+6,744
581
$886K 0.02%
9,249
+3,168
582
$885K 0.02%
2,735
-544
583
$879K 0.02%
+11,612
584
$879K 0.02%
10,787
-2,724
585
$878K 0.02%
6,710
+4,353
586
$876K 0.02%
6,294
+3,291
587
$876K 0.02%
3,428
+1,930
588
$874K 0.02%
10,786
+4,408
589
$869K 0.02%
51,123
-16,690
590
$868K 0.02%
21,479
-6,939
591
$867K 0.02%
9,638
-1,649
592
$865K 0.02%
+6,840
593
$865K 0.02%
37,437
-14,809
594
$865K 0.02%
4,561
+2,467
595
$864K 0.02%
17,599
-457
596
$855K 0.02%
11,505
+7,256
597
$850K 0.02%
45,505
+3,160
598
$848K 0.02%
27,872
-312
599
$847K 0.02%
+17,622
600
$845K 0.02%
19,610
+1,334
22 23
24
25 26