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
1026
$263K 0.01%
+11,722
1027
$262K 0.01%
5,243
-1,507
1028
$261K 0.01%
+2,808
1029
$260K 0.01%
4,772
+1,010
1030
$260K 0.01%
4,393
-199
1031
$259K 0.01%
+22,201
1032
$258K 0.01%
+5,212
1033
$258K 0.01%
+9,762
1034
$257K 0.01%
8,967
+125
1035
$257K 0.01%
+5,700
1036
$256K 0.01%
+5,217
1037
$255K 0.01%
+6,172
1038
$254K 0.01%
+16,322
1039
$254K 0.01%
+2,098
1040
$253K 0.01%
3,024
-24
1041
$253K 0.01%
3,884
-48
1042
$253K 0.01%
5,284
-1,004
1043
$253K 0.01%
+25,502
1044
$253K 0.01%
12,621
-87,429
1045
$252K 0.01%
+2,139
1046
$251K 0.01%
+3,487
1047
$251K 0.01%
+1,293
1048
$250K 0.01%
+4,419
1049
$250K 0.01%
2,586
+188
1050
$249K 0.01%
+7,111
40 41
42
43 44