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
726
$585K 0.02%
25,446
-27,046
727
$583K 0.02%
109,492
+8,250
728
$583K 0.02%
+9,046
729
$583K 0.02%
11,116
+5,722
730
$575K 0.02%
+10,058
731
$574K 0.02%
+14,230
732
$572K 0.02%
17,546
+4,001
733
$572K 0.02%
29,898
+1,773
734
$567K 0.02%
+4,676
735
$566K 0.02%
3,763
+489
736
$565K 0.02%
4,392
-789
737
$565K 0.02%
32,900
+17,885
738
$564K 0.02%
3,167
+1,774
739
$563K 0.02%
25,969
+1,271
740
$562K 0.02%
+20,219
741
$562K 0.02%
20,206
+1,435
742
$560K 0.02%
+25,065
743
$559K 0.02%
40,215
+10,370
744
$557K 0.02%
24,381
-2,867
745
$556K 0.02%
+8,845
746
$556K 0.02%
18,402
+9,293
747
$556K 0.02%
+35,819
748
$550K 0.01%
4,551
+1,244
749
$548K 0.01%
+3,284
750
$548K 0.01%
3,456
+1,632
28 29
30
31 32