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
976
$299K 0.01%
+90,299
977
$299K 0.01%
+9,525
978
$298K 0.01%
+4,333
979
$297K 0.01%
+2,467
980
$296K 0.01%
+1,058
981
$295K 0.01%
11,673
+1,882
982
$294K 0.01%
5,608
983
$293K 0.01%
+9,747
984
$293K 0.01%
16,312
-49,192
985
$293K 0.01%
+3,061
986
$292K 0.01%
+19,798
987
$291K 0.01%
+26,482
988
$290K 0.01%
+3,479
989
$290K 0.01%
+7,096
990
$288K 0.01%
+4,433
991
$288K 0.01%
15,939
-51,100
992
$287K 0.01%
+61,687
993
$287K 0.01%
+8,998
994
$287K 0.01%
2,587
-673
995
$287K 0.01%
18,230
-25
996
$286K 0.01%
3,737
+933
997
$286K 0.01%
+2,038
998
$285K 0.01%
+10,006
999
$284K 0.01%
+9,846
1000
$284K 0.01%
+9,240
38 39
40
41 42