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
1001
$283K 0.01%
+6,894
1002
$282K 0.01%
+5,253
1003
$282K 0.01%
+6,259
1004
$281K 0.01%
+11,012
1005
$279K 0.01%
+2,488
1006
$279K 0.01%
+9,416
1007
$278K 0.01%
+13,041
1008
$277K 0.01%
4,095
-464
1009
$277K 0.01%
+7,590
1010
$276K 0.01%
+3,190
1011
$276K 0.01%
+4,721
1012
$274K 0.01%
+1,082
1013
$273K 0.01%
+6,745
1014
$271K 0.01%
2,884
+656
1015
$270K 0.01%
+17,134
1016
$269K 0.01%
+10,490
1017
$269K 0.01%
4,340
-148
1018
$268K 0.01%
+6,023
1019
$268K 0.01%
+5,475
1020
$267K 0.01%
+10,189
1021
$266K 0.01%
18,241
-2
1022
$266K 0.01%
12,572
+1,167
1023
$264K 0.01%
+3,080
1024
$264K 0.01%
+2,232
1025
$264K 0.01%
+3,080
39 40
41
42 43