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
951
$324K 0.01%
2,251
-419
952
$323K 0.01%
1,876
+413
953
$320K 0.01%
+4,225
954
$320K 0.01%
3,205
-1,814
955
$319K 0.01%
4,946
+982
956
$317K 0.01%
+11,894
957
$316K 0.01%
+4,881
958
$314K 0.01%
+6,845
959
$313K 0.01%
+3,131
960
$312K 0.01%
+3,285
961
$310K 0.01%
+9,004
962
$310K 0.01%
+6,210
963
$310K 0.01%
+4,931
964
$310K 0.01%
+17,159
965
$309K 0.01%
4,327
-7,432
966
$309K 0.01%
9,443
+704
967
$306K 0.01%
+6,007
968
$306K 0.01%
+17,857
969
$306K 0.01%
+13,087
970
$306K 0.01%
5,438
+1,123
971
$305K 0.01%
+2,687
972
$303K 0.01%
+6,055
973
$303K 0.01%
+7,964
974
$302K 0.01%
+6,546
975
$301K 0.01%
+10,630
37 38
39
40 41