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
901
$369K 0.01%
+3,477
902
$368K 0.01%
23,227
+264
903
$368K 0.01%
+2,255
904
$365K 0.01%
2,096
+11
905
$364K 0.01%
2,128
-48
906
$363K 0.01%
+30,112
907
$363K 0.01%
3,697
+712
908
$362K 0.01%
+3,425
909
$361K 0.01%
1,685
-918
910
$361K 0.01%
6,059
-20,259
911
$361K 0.01%
+11,034
912
$360K 0.01%
+5,649
913
$359K 0.01%
+9,477
914
$357K 0.01%
18,221
-217
915
$356K 0.01%
+53,949
916
$356K 0.01%
7,539
+1,463
917
$356K 0.01%
9,180
+4,102
918
$355K 0.01%
6,403
+1,958
919
$354K 0.01%
5,161
+904
920
$352K 0.01%
+12,483
921
$351K 0.01%
+938
922
$351K 0.01%
81,710
+1,106
923
$350K 0.01%
3,028
-2,479
924
$350K 0.01%
+11,155
925
$349K 0.01%
7,580
+939
35 36
37
38 39