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
676
$685K 0.02%
+14,435
677
$685K 0.02%
4,253
-342
678
$684K 0.02%
5,302
+1,880
679
$683K 0.02%
3,370
-478
680
$681K 0.02%
6,976
+4,077
681
$680K 0.02%
33,518
+5,600
682
$679K 0.02%
14,796
-15,285
683
$670K 0.02%
3,158
+1,195
684
$669K 0.02%
+10,221
685
$667K 0.02%
+27,291
686
$664K 0.02%
28,495
+7,591
687
$664K 0.02%
5,985
-8,396
688
$662K 0.02%
+8,066
689
$660K 0.02%
+1,800
690
$658K 0.02%
19,610
+319
691
$657K 0.02%
10,460
+633
692
$657K 0.02%
1,148
-226
693
$656K 0.02%
25,191
+2,523
694
$649K 0.02%
9,524
+1,219
695
$640K 0.02%
8,392
+4,906
696
$639K 0.02%
8,850
+4,167
697
$638K 0.02%
+5,071
698
$638K 0.02%
11,683
-63,771
699
$631K 0.02%
24,499
-140
700
$629K 0.02%
9,146
+1,445
26 27
28
29 30