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
576
$1.66M 0.03%
43,388
-378
577
$1.65M 0.03%
7,640
-378
578
$1.65M 0.03%
+42,653
579
$1.65M 0.03%
73,451
-1,545
580
$1.64M 0.03%
23,437
+7,593
581
$1.64M 0.03%
21,572
-2,445
582
$1.63M 0.03%
32,984
-937
583
$1.63M 0.03%
13,034
+573
584
$1.63M 0.03%
+9,578
585
$1.62M 0.03%
16,607
+647
586
$1.62M 0.03%
97,128
+14,368
587
$1.62M 0.03%
17,802
-32,828
588
$1.62M 0.03%
7,566
+2,103
589
$1.62M 0.03%
51,471
+5,647
590
$1.62M 0.03%
19,266
+1,740
591
$1.61M 0.03%
138,418
+35,602
592
$1.61M 0.03%
7,421
-310
593
$1.6M 0.03%
+58,344
594
$1.6M 0.03%
5,014
-698
595
$1.59M 0.03%
+58,984
596
$1.59M 0.03%
19,342
+841
597
$1.58M 0.03%
6,173
+93
598
$1.58M 0.03%
25,150
+3,340
599
$1.57M 0.03%
12,387
+515
600
$1.56M 0.03%
2,614
+78
22 23
24
25 26