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
1076
$236K 0.01%
+2,963
1077
$236K 0.01%
+5,015
1078
$236K 0.01%
45,351
+2,244
1079
$235K 0.01%
+3,302
1080
$235K 0.01%
+158
1081
$235K 0.01%
+7,963
1082
$235K 0.01%
9,435
+492
1083
$234K 0.01%
+2,884
1084
$234K 0.01%
+7,170
1085
$234K 0.01%
+1,421
1086
$233K 0.01%
+775
1087
$232K 0.01%
+3,476
1088
$232K 0.01%
+2,277
1089
$231K 0.01%
+41,342
1090
$229K 0.01%
6,489
-111
1091
$228K 0.01%
+5,530
1092
$227K 0.01%
3,980
-1,324
1093
$227K 0.01%
+3,722
1094
$227K 0.01%
+14,999
1095
$226K 0.01%
+7,657
1096
$226K 0.01%
+2,228
1097
$226K 0.01%
+6,334
1098
$226K 0.01%
+9,339
1099
$225K 0.01%
+4,017
1100
$224K 0.01%
+13,405
42 43
44
45 46