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
626
$1.44M 0.03%
21,237
-1,791
627
$1.43M 0.03%
+18,579
628
$1.43M 0.03%
41,255
-191
629
$1.43M 0.03%
+20,057
630
$1.42M 0.03%
11,608
+1,952
631
$1.41M 0.03%
+23,204
632
$1.4M 0.03%
52,481
+1,221
633
$1.4M 0.03%
79,978
-3,716
634
$1.4M 0.03%
16,985
+1,038
635
$1.4M 0.03%
5,841
-101
636
$1.39M 0.03%
+11,361
637
$1.39M 0.03%
24,762
+588
638
$1.39M 0.03%
13,271
-40
639
$1.39M 0.03%
8,604
-179
640
$1.38M 0.03%
16,114
-9,439
641
$1.38M 0.03%
13,802
-482
642
$1.37M 0.03%
20,875
+1,100
643
$1.36M 0.03%
55,026
-1,280
644
$1.36M 0.03%
28,560
+732
645
$1.35M 0.03%
32,104
+869
646
$1.35M 0.03%
+4,826
647
$1.34M 0.03%
15,415
+1,451
648
$1.34M 0.03%
+22,240
649
$1.33M 0.03%
+12,663
650
$1.33M 0.03%
118,837
-19,142
24 25
26
27 28