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
701
$627K 0.02%
+4,242
702
$626K 0.02%
10,044
+5,081
703
$626K 0.02%
5,640
+1,078
704
$625K 0.02%
+41,425
705
$621K 0.02%
7,051
+308
706
$617K 0.02%
10,280
+2,498
707
$615K 0.02%
5,684
+2,909
708
$614K 0.02%
+5,127
709
$611K 0.02%
+9,238
710
$610K 0.02%
4,471
-2,184
711
$609K 0.02%
+5,789
712
$609K 0.02%
2,332
+942
713
$608K 0.02%
13,471
+6,961
714
$608K 0.02%
+36,725
715
$607K 0.02%
9,995
+6,367
716
$605K 0.02%
7,594
+4,399
717
$599K 0.02%
+5,318
718
$597K 0.02%
+12,386
719
$596K 0.02%
9,220
+4,102
720
$592K 0.02%
6,500
+3,370
721
$592K 0.02%
+24,557
722
$590K 0.02%
+13,950
723
$588K 0.02%
2,958
+905
724
$586K 0.02%
7,292
+2,596
725
$586K 0.02%
30,988
+1,448
27 28
29
30 31