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
926
$349K 0.01%
1,007
+96
927
$347K 0.01%
+23,835
928
$344K 0.01%
6,660
+641
929
$343K 0.01%
+11,275
930
$342K 0.01%
1,629
-146
931
$341K 0.01%
+2,305
932
$340K 0.01%
26,768
-59,568
933
$340K 0.01%
+6,222
934
$339K 0.01%
+7,728
935
$339K 0.01%
14,444
+3,453
936
$337K 0.01%
+911
937
$337K 0.01%
19,411
+4,876
938
$334K 0.01%
+5,272
939
$334K 0.01%
2,847
-2,111
940
$333K 0.01%
+3,724
941
$333K 0.01%
4,509
+60
942
$329K 0.01%
+2,461
943
$327K 0.01%
+11,109
944
$327K 0.01%
+10,177
945
$327K 0.01%
12,543
+1,449
946
$326K 0.01%
+11,037
947
$326K 0.01%
+7,451
948
$325K 0.01%
+4,535
949
$325K 0.01%
+14,940
950
$325K 0.01%
7,672
+2,763
36 37
38
39 40