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
1051
$249K 0.01%
+4,898
1052
$247K 0.01%
+65,439
1053
$247K 0.01%
+2,758
1054
$247K 0.01%
9,118
-1,814
1055
$247K 0.01%
1,717
+151
1056
$247K 0.01%
+4,339
1057
$245K 0.01%
8,806
-121,866
1058
$245K 0.01%
+33,084
1059
$242K 0.01%
+1,772
1060
$242K 0.01%
+8,472
1061
$242K 0.01%
+1,452
1062
$241K 0.01%
+8,047
1063
$241K 0.01%
57,422
-1,960
1064
$241K 0.01%
+4,441
1065
$240K 0.01%
+10,869
1066
$239K 0.01%
+9,374
1067
$239K 0.01%
+4,098
1068
$239K 0.01%
+4,348
1069
$238K 0.01%
+5,115
1070
$238K 0.01%
+3,336
1071
$238K 0.01%
+4,798
1072
$238K 0.01%
+4,006
1073
$237K 0.01%
+10,967
1074
$236K 0.01%
+5,733
1075
$236K 0.01%
+4,056
41 42
43
44 45