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
851
$418K 0.01%
+10,297
852
$418K 0.01%
4,579
+927
853
$418K 0.01%
15,148
-1,255
854
$414K 0.01%
+8,442
855
$412K 0.01%
8,561
+3,040
856
$411K 0.01%
+1,091
857
$407K 0.01%
16,739
-5,085
858
$407K 0.01%
13,210
859
$406K 0.01%
+13,099
860
$405K 0.01%
2,545
-257
861
$405K 0.01%
+8,836
862
$404K 0.01%
+7,972
863
$404K 0.01%
7,751
+836
864
$402K 0.01%
3,788
+979
865
$402K 0.01%
+2,429
866
$399K 0.01%
9,293
-12,862
867
$399K 0.01%
3,739
+1,605
868
$399K 0.01%
5,274
+221
869
$399K 0.01%
7,583
+301
870
$398K 0.01%
10,085
-6,406
871
$398K 0.01%
4,751
+882
872
$397K 0.01%
6,520
+1,472
873
$397K 0.01%
+9,878
874
$396K 0.01%
5,761
+1,647
875
$395K 0.01%
5,052
+1,264
33 34
35
36 37