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
776
$520K 0.01%
+6,890
777
$519K 0.01%
+39,593
778
$519K 0.01%
9,327
-358
779
$517K 0.01%
+4,484
780
$517K 0.01%
4,868
+2,651
781
$516K 0.01%
13,352
-6,289
782
$514K 0.01%
+19,797
783
$514K 0.01%
7,231
+833
784
$512K 0.01%
6,114
+420
785
$509K 0.01%
15,213
+1,371
786
$508K 0.01%
35,712
+17,574
787
$508K 0.01%
3,720
+491
788
$506K 0.01%
2,431
+654
789
$506K 0.01%
+15,721
790
$505K 0.01%
22,824
+7,071
791
$501K 0.01%
8,087
+1,876
792
$498K 0.01%
+45,935
793
$498K 0.01%
+2,933
794
$494K 0.01%
+1,497
795
$494K 0.01%
8,250
+4,290
796
$493K 0.01%
24,397
-119
797
$492K 0.01%
3,495
+1,870
798
$490K 0.01%
34,197
+1,624
799
$486K 0.01%
5,809
+1,095
800
$483K 0.01%
7,536
+1,225
30 31
32
33 34