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
751
$1.03M 0.02%
+5,916
752
$1.03M 0.02%
+8,768
753
$1.03M 0.02%
+2,209
754
$1.03M 0.02%
+9,165
755
$1.02M 0.02%
13,207
-747
756
$1.02M 0.02%
+3,957
757
$1.02M 0.02%
+4,080
758
$1.01M 0.02%
+4,429
759
$1.01M 0.02%
+9,888
760
$1.01M 0.02%
+25,252
761
$1M 0.02%
+2,825
762
$1M 0.02%
+14,560
763
$1M 0.02%
+5,656
764
– –
-28,670
765
– –
-18,022
766
– –
-291,077
767
– –
-38,783
768
– –
-52,167
769
– –
-146,884
770
– –
-156,558
771
– –
-46,424
772
– –
-13,535
773
– –
-26,059
774
– –
-10,808
775
– –
-50,951
29 30
31
32 33