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
726
$1.11M 0.02%
6,578
-1,096
727
$1.1M 0.02%
+18,950
728
$1.1M 0.02%
61,100
-2,241
729
$1.1M 0.02%
+3,736
730
$1.1M 0.02%
1,297
-163
731
$1.1M 0.02%
7,362
-88
732
$1.09M 0.02%
3,528
-603
733
$1.09M 0.02%
+22,524
734
$1.09M 0.02%
42,181
-546
735
$1.08M 0.02%
5,131
-228
736
$1.08M 0.02%
+44,669
737
$1.07M 0.02%
+32,680
738
$1.07M 0.02%
+40,924
739
$1.07M 0.02%
+14,362
740
$1.06M 0.02%
23,676
+2,545
741
$1.06M 0.02%
61,352
-5
742
$1.06M 0.02%
79,961
-1,865
743
$1.06M 0.02%
+13,750
744
$1.05M 0.02%
+28,360
745
$1.05M 0.02%
7,750
-1,625
746
$1.05M 0.02%
19,732
-22,974
747
$1.05M 0.02%
6,994
-9,357
748
$1.04M 0.02%
+307,920
749
$1.04M 0.02%
+11,493
750
$1.04M 0.02%
10,165
-1,260
28 29
30
31 32