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
876
$395K 0.01%
+2,632
877
$394K 0.01%
2,565
-24,394
878
$393K 0.01%
4,347
+557
879
$392K 0.01%
+17,561
880
$390K 0.01%
+7,313
881
$389K 0.01%
+30,920
882
$388K 0.01%
+28,576
883
$388K 0.01%
+5,477
884
$387K 0.01%
+4,068
885
$386K 0.01%
10,424
+2,603
886
$384K 0.01%
6,414
-472
887
$384K 0.01%
+28,553
888
$383K 0.01%
+4,730
889
$381K 0.01%
+6,413
890
$379K 0.01%
7,549
+1,441
891
$379K 0.01%
+4,531
892
$376K 0.01%
2,501
+878
893
$376K 0.01%
3,056
+676
894
$376K 0.01%
+6,600
895
$376K 0.01%
2,739
+627
896
$373K 0.01%
+8,886
897
$373K 0.01%
6,127
-4,810
898
$373K 0.01%
1,597
+441
899
$370K 0.01%
2,843
-3,286
900
$370K 0.01%
+11,279
34 35
36
37 38