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
601
$1.56M 0.03%
20,145
-1,587
602
$1.55M 0.03%
+233,102
603
$1.55M 0.03%
+8,494
604
$1.55M 0.03%
9,766
-1,910
605
$1.55M 0.03%
10,900
-929
606
$1.54M 0.03%
24,849
+42
607
$1.54M 0.03%
17,367
+136
608
$1.54M 0.03%
78,468
-3,192
609
$1.53M 0.03%
11,061
+1,827
610
$1.53M 0.03%
75,999
-28,177
611
$1.53M 0.03%
50,690
+11,001
612
$1.52M 0.03%
+30,281
613
$1.51M 0.03%
40,951
+7,253
614
$1.51M 0.03%
+17,284
615
$1.5M 0.03%
+51,940
616
$1.5M 0.03%
56,478
-845
617
$1.49M 0.03%
15,490
+1,723
618
$1.48M 0.03%
10,188
-313
619
$1.48M 0.03%
27,047
-620
620
$1.46M 0.03%
13,898
-14,155
621
$1.46M 0.03%
30,949
-1,745
622
$1.44M 0.03%
35,484
+2,023
623
$1.44M 0.03%
41,284
-813
624
$1.44M 0.03%
30,858
-30,444
625
$1.44M 0.03%
13,215
-3,302
23 24
25
26 27