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
701
$1.18M 0.02%
+40,282
702
$1.17M 0.02%
6,511
-4,415
703
$1.16M 0.02%
4,394
-473
704
$1.16M 0.02%
32,644
+2,983
705
$1.16M 0.02%
14,206
-456
706
$1.16M 0.02%
97,488
-2,201
707
$1.15M 0.02%
36,215
+3,918
708
$1.15M 0.02%
+1,826
709
$1.15M 0.02%
16,681
-5,939
710
$1.15M 0.02%
16,332
+858
711
$1.15M 0.02%
16,292
+727
712
$1.15M 0.02%
23,275
+443
713
$1.14M 0.02%
+14,049
714
$1.14M 0.02%
5,461
-1,180
715
$1.14M 0.02%
17,833
-6,691
716
$1.13M 0.02%
+17,367
717
$1.13M 0.02%
15,524
-1,433
718
$1.13M 0.02%
25,229
-17,718
719
$1.13M 0.02%
7,904
-3,629
720
$1.12M 0.02%
+7,591
721
$1.12M 0.02%
6,530
+160
722
$1.12M 0.02%
23,831
+1,413
723
$1.12M 0.02%
+18,803
724
$1.12M 0.02%
52,925
-39,921
725
$1.12M 0.02%
+12,185
27 28
29
30 31