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
651
$737K 0.02%
17,246
-1,472
652
$735K 0.02%
+14,635
653
$735K 0.02%
18,902
-72,769
654
$734K 0.02%
13,416
+756
655
$733K 0.02%
23,855
+14,666
656
$727K 0.02%
+14,342
657
$723K 0.02%
24,301
+15,923
658
$721K 0.02%
13,883
+9,382
659
$719K 0.02%
15,082
+6,579
660
$714K 0.02%
4,855
+785
661
$714K 0.02%
4,903
+2,398
662
$714K 0.02%
2,926
+990
663
$711K 0.02%
+5,509
664
$710K 0.02%
4,688
+2,449
665
$709K 0.02%
620
+346
666
$707K 0.02%
2,356
+578
667
$705K 0.02%
3,427
+1,501
668
$704K 0.02%
13,036
+1,465
669
$703K 0.02%
14,650
-18,920
670
$698K 0.02%
23,658
+7,380
671
$692K 0.02%
+9,842
672
$692K 0.02%
36,020
+23,140
673
$690K 0.02%
16,371
+2,141
674
$689K 0.02%
4,231
+1,549
675
$686K 0.02%
36,889
+6,946
25 26
27
28 29