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
676
$1.24M 0.03%
7,602
+633
677
$1.24M 0.03%
24,057
-38
678
$1.24M 0.03%
40,637
-132,050
679
$1.23M 0.03%
10,933
-742
680
$1.23M 0.03%
9,148
-1,365
681
$1.22M 0.02%
+14,332
682
$1.22M 0.02%
13,097
-1,628
683
$1.21M 0.02%
36,337
+3,765
684
$1.21M 0.02%
8,838
-2,854
685
$1.21M 0.02%
+37,850
686
$1.21M 0.02%
39,679
-2,661
687
$1.21M 0.02%
8,202
-1,170
688
$1.21M 0.02%
5,727
-355
689
$1.21M 0.02%
54,842
-10,353
690
$1.2M 0.02%
+28,663
691
$1.2M 0.02%
31,875
-4,013
692
$1.2M 0.02%
+25,877
693
$1.2M 0.02%
+34,533
694
$1.2M 0.02%
+56,448
695
$1.2M 0.02%
13,074
-1,032
696
$1.19M 0.02%
+29,971
697
$1.19M 0.02%
6,996
-285
698
$1.19M 0.02%
49,376
-15,428
699
$1.18M 0.02%
23,486
+1,628
700
$1.18M 0.02%
+13,323
26 27
28
29 30