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
76
$10.6M 0.29%
67,675
+5,170
77
$10.5M 0.28%
26,928
+7,389
78
$10.3M 0.28%
90,802
+52,638
79
$10.3M 0.28%
161,017
+112,445
80
$10.3M 0.28%
128,566
+33,324
81
$10.1M 0.27%
47,515
+28,920
82
$9.88M 0.27%
84,728
-3,028
83
$9.7M 0.26%
215,678
+100,352
84
$9.62M 0.26%
56,397
+16,863
85
$9.5M 0.26%
321,883
+135,946
86
$9.4M 0.25%
82,839
+35,867
87
$9.35M 0.25%
78,105
+42,142
88
$9.34M 0.25%
99,141
+60,098
89
$9.34M 0.25%
180,179
+156,990
90
$9.29M 0.25%
162,690
-22,018
91
$8.99M 0.24%
322,808
+24,268
92
$8.91M 0.24%
40,528
+7,379
93
$8.89M 0.24%
162,344
+140,874
94
$8.82M 0.24%
106,508
+48,380
95
$8.6M 0.23%
79,568
+21,003
96
$8.58M 0.23%
170,748
-59,887
97
$8.56M 0.23%
35,495
+8,234
98
$8.49M 0.23%
42,945
+3,750
99
$8.43M 0.23%
75,464
+8,186
100
$8.4M 0.23%
65,518
+43,066
2 3
4
5 6