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
626
$768K 0.02%
+46,039
627
$765K 0.02%
15,045
-10,910
628
$763K 0.02%
+17,955
629
$762K 0.02%
35,047
-16,560
630
$762K 0.02%
12,774
+4,302
631
$760K 0.02%
+18,449
632
$757K 0.02%
12,310
+6,881
633
$757K 0.02%
8,828
+111
634
$755K 0.02%
+4,703
635
$755K 0.02%
19,722
-11,201
636
$753K 0.02%
12,284
+3,407
637
$751K 0.02%
14,674
+7,284
638
$751K 0.02%
7,985
+3,652
639
$747K 0.02%
5,724
+3,861
640
$745K 0.02%
+6,406
641
$745K 0.02%
22,334
-1,513
642
$743K 0.02%
8,737
+3,835
643
$742K 0.02%
6,041
+838
644
$742K 0.02%
23,394
+7,130
645
$740K 0.02%
9,777
-4,564
646
$739K 0.02%
+5,309
647
$739K 0.02%
10,392
+1,340
648
$739K 0.02%
24,034
+2,703
649
$739K 0.02%
11,868
-3,761
650
$738K 0.02%
8,124
+144
24 25
26
27 28