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
1101
$224K 0.01%
+6,372
1102
$224K 0.01%
+5,224
1103
$224K 0.01%
+2,307
1104
$223K 0.01%
5,295
-2,462
1105
$223K 0.01%
+2,588
1106
$223K 0.01%
1,470
-222
1107
$222K 0.01%
+12,564
1108
$222K 0.01%
+2,537
1109
$221K 0.01%
+13,376
1110
$221K 0.01%
+2,979
1111
$220K 0.01%
+4,715
1112
$220K 0.01%
+2,937
1113
$220K 0.01%
8,221
-3,192
1114
$219K 0.01%
+7,574
1115
$219K 0.01%
+9,842
1116
$219K 0.01%
+4,090
1117
$218K 0.01%
+5,377
1118
$218K 0.01%
+1,645
1119
$218K 0.01%
+8,512
1120
$218K 0.01%
+2,755
1121
$217K 0.01%
+5,695
1122
$217K 0.01%
3,601
-2,577
1123
$216K 0.01%
+4,892
1124
$215K 0.01%
+3,021
1125
$215K 0.01%
+5,433
43 44
45
46 47