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
651
$1.33M 0.03%
9,976
-2,127
652
$1.32M 0.03%
54,047
-45
653
$1.32M 0.03%
+16,044
654
$1.32M 0.03%
9,406
+1,912
655
$1.31M 0.03%
10,208
-3,849
656
$1.31M 0.03%
+53,249
657
$1.31M 0.03%
6,473
+623
658
$1.31M 0.03%
10,236
+312
659
$1.31M 0.03%
48,721
-229
660
$1.3M 0.03%
15,904
+203
661
$1.3M 0.03%
14,662
+270
662
$1.3M 0.03%
+16,188
663
$1.29M 0.03%
19,438
-2,049
664
$1.29M 0.03%
+49,380
665
$1.28M 0.03%
+30,935
666
$1.28M 0.03%
25,591
+5,075
667
$1.28M 0.03%
2,490
+140
668
$1.27M 0.03%
68,768
+2,745
669
$1.27M 0.03%
24,010
+431
670
$1.26M 0.03%
25,389
+836
671
$1.26M 0.03%
20,413
+190
672
$1.26M 0.03%
+29,033
673
$1.25M 0.03%
+27,095
674
$1.25M 0.03%
39,245
-2,799
675
$1.25M 0.03%
16,290
+2,566
25 26
27
28 29