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
751
$547K 0.01%
14,426
+3,704
752
$547K 0.01%
+39,795
753
$547K 0.01%
+22,998
754
$546K 0.01%
+15,570
755
$545K 0.01%
+10,819
756
$544K 0.01%
+12,031
757
$544K 0.01%
3,653
+2,072
758
$542K 0.01%
5,038
-140
759
$541K 0.01%
+4,878
760
$540K 0.01%
28,017
+2,097
761
$540K 0.01%
+8,088
762
$540K 0.01%
12,531
+5,679
763
$539K 0.01%
+8,685
764
$538K 0.01%
3,543
-122
765
$536K 0.01%
13,465
+785
766
$534K 0.01%
+3,874
767
$533K 0.01%
+22,484
768
$529K 0.01%
11,700
-320
769
$529K 0.01%
8,327
+4,664
770
$529K 0.01%
+55,599
771
$527K 0.01%
15,292
-364
772
$525K 0.01%
6,836
+1,063
773
$524K 0.01%
+3,377
774
$522K 0.01%
8,404
+1,270
775
$521K 0.01%
5,629
+3,113
29 30
31
32 33