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
826
$447K 0.01%
+4,211
827
$445K 0.01%
+9,115
828
$445K 0.01%
9,038
-666
829
$444K 0.01%
6,531
+3,463
830
$444K 0.01%
+1,768
831
$444K 0.01%
7,904
+4,394
832
$441K 0.01%
+2,602
833
$440K 0.01%
12,324
+60
834
$438K 0.01%
23,203
+12,048
835
$437K 0.01%
7,233
+3,545
836
$437K 0.01%
10,050
+3,668
837
$436K 0.01%
+3,829
838
$433K 0.01%
+21,202
839
$431K 0.01%
4,630
+1,001
840
$431K 0.01%
+2,475
841
$430K 0.01%
17,235
842
$429K 0.01%
+10,107
843
$428K 0.01%
3,961
+1,829
844
$427K 0.01%
6,504
+503
845
$426K 0.01%
13,100
-27,056
846
$424K 0.01%
+41,083
847
$423K 0.01%
7,954
+3,294
848
$421K 0.01%
19,333
+6,179
849
$421K 0.01%
6,599
+1,802
850
$418K 0.01%
20,326
-2,968
32 33
34
35 36