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
601
$845K 0.02%
26,365
+10,002
602
$842K 0.02%
66,309
-29,144
603
$837K 0.02%
3,941
+1,687
604
$832K 0.02%
+20,936
605
$830K 0.02%
45,892
+2,397
606
$826K 0.02%
13,682
+2,525
607
$826K 0.02%
29,303
-291
608
$826K 0.02%
+5,522
609
$824K 0.02%
24,066
+13,712
610
$823K 0.02%
44,108
+3,519
611
$823K 0.02%
54,972
-24,639
612
$817K 0.02%
+60,100
613
$814K 0.02%
1,853
+177
614
$811K 0.02%
22,638
+1,873
615
$808K 0.02%
27,767
+14,920
616
$806K 0.02%
9,372
+5,824
617
$803K 0.02%
22,286
+4,168
618
$799K 0.02%
24,669
-3,748
619
$790K 0.02%
31,252
+10,457
620
$789K 0.02%
13,480
+1,002
621
$786K 0.02%
11,631
+2,062
622
$775K 0.02%
32,859
-1,101
623
$775K 0.02%
9,839
+1,991
624
$772K 0.02%
+16,547
625
$770K 0.02%
21,822
+1,334
23 24
25
26 27