AI
Atria Investments Portfolio holdings
AUM
$8.47B
1-Year Return
17.45%
This Quarter Return
+1.67%
1 Year Return
+17.45%
3 Year Return
+62.94%
5 Year Return
+103.24%
10 Year Return
+229.32%
AUM
$2.81B
AUM Growth
+$125M
(+4.6%)
Cap. Flow
+$67.4M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
25.06%
Holding
1,012
New
55
Increased
480
Reduced
308
Closed
161
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$20.7M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$13.6M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$13M |
| 4 |
Vanguard Total Bond Market
BND
|
+$11.1M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$8.58M |
Top Sells
Sector Composition
| 1 | Technology | 6.66% |
| 2 | Financials | 4.5% |
| 3 | Consumer Discretionary | 3.99% |
| 4 | Industrials | 3.9% |
| 5 | Healthcare | 3.69% |
