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
51
$17.9M 0.37%
131,674
+4,007
52
$17.5M 0.36%
429,110
-22,653
53
$17.5M 0.36%
208,972
-16,024
54
$17.4M 0.36%
447,117
+18,267
55
$17.3M 0.35%
99,396
+3,266
56
$17.1M 0.35%
103,410
-4,154
57
$16.9M 0.35%
1,153,960
+168,480
58
$16.7M 0.34%
151,623
-9,867
59
$16.2M 0.33%
44,415
+757
60
$16.2M 0.33%
81,244
-2,073
61
$16M 0.33%
+325,145
62
$15.7M 0.32%
209,445
-6,103
63
$15.7M 0.32%
246,302
+8,559
64
$15.4M 0.32%
325,040
-40,570
65
$15.4M 0.32%
45,687
+3,812
66
$15.4M 0.32%
154,426
+18,068
67
$15.3M 0.31%
778,511
-74,435
68
$15M 0.31%
184,032
+9,684
69
$14.9M 0.3%
56,399
+169
70
$14.7M 0.3%
276,905
+78,605
71
$14.7M 0.3%
55,034
-1,977
72
$14.6M 0.3%
416,763
+85,766
73
$14.6M 0.3%
284,799
+47,386
74
$14.3M 0.29%
121,647
+172
75
$14M 0.29%
119,705
+16,472
1 2
3
4 5