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
801
$478K 0.01%
+12,220
802
$477K 0.01%
+6,358
803
$476K 0.01%
5,630
+2,614
804
$476K 0.01%
+13,553
805
$476K 0.01%
+11,066
806
$476K 0.01%
850
+197
807
$473K 0.01%
6,818
+1,448
808
$472K 0.01%
+9,333
809
$472K 0.01%
+10,170
810
$471K 0.01%
+2,248
811
$471K 0.01%
4,010
+79
812
$470K 0.01%
+8,401
813
$469K 0.01%
+12,058
814
$469K 0.01%
+23,769
815
$466K 0.01%
6,500
+961
816
$462K 0.01%
14,366
+462
817
$459K 0.01%
7,057
+3,913
818
$459K 0.01%
+6,498
819
$457K 0.01%
5,956
+2,518
820
$456K 0.01%
7,026
-11,457
821
$456K 0.01%
+14,952
822
$455K 0.01%
1,995
+963
823
$453K 0.01%
3,964
-86
824
$450K 0.01%
17,376
+2,625
825
$448K 0.01%
+12,218
31 32
33
34 35