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
51
$13.9M 0.38%
63,438
+14,931
52
$13.8M 0.37%
372,297
+156,931
53
$13.6M 0.37%
135,884
+55,462
54
$13.6M 0.37%
156,138
+39,187
55
$13.5M 0.37%
340,863
+41,229
56
$13.2M 0.36%
450,602
-571
57
$12.8M 0.35%
43,512
+14,824
58
$12.7M 0.34%
351,388
+4,590
59
$12.6M 0.34%
137,514
-13,606
60
$12.6M 0.34%
59,803
+14,197
61
$12.3M 0.33%
24,498
+8,789
62
$12.2M 0.33%
73,695
+7,775
63
$11.8M 0.32%
105,288
+12,712
64
$11.8M 0.32%
146,716
+15,299
65
$11.8M 0.32%
176,080
+71,300
66
$11.6M 0.31%
89,119
+76,730
67
$11.5M 0.31%
80,756
+4,103
68
$11.5M 0.31%
84,260
+58,643
69
$11.3M 0.31%
204,573
+92,003
70
$11.2M 0.3%
251,786
+10,910
71
$11.1M 0.3%
109,388
+8,881
72
$11.1M 0.3%
78,088
+29,744
73
$10.8M 0.29%
203,626
+102,190
74
$10.8M 0.29%
106,807
+96,943
75
$10.7M 0.29%
182,650
-5,429
1 2
3
4 5