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
1126
$215K 0.01%
+20,053
1127
$214K 0.01%
5,000
-276
1128
$214K 0.01%
+8,610
1129
$212K 0.01%
+1,419
1130
$212K 0.01%
+4,416
1131
$211K 0.01%
+15,398
1132
$211K 0.01%
+5,865
1133
$210K 0.01%
+6,573
1134
$209K 0.01%
+3,103
1135
$209K 0.01%
+8,772
1136
$209K 0.01%
+4,343
1137
$209K 0.01%
+3,176
1138
$209K 0.01%
+8,060
1139
$208K 0.01%
+9,035
1140
$206K 0.01%
+2,984
1141
$206K 0.01%
+3,230
1142
$206K 0.01%
2,855
+759
1143
$206K 0.01%
+4,587
1144
$206K 0.01%
+2,910
1145
$205K 0.01%
+3,950
1146
$205K 0.01%
+24,345
1147
$204K 0.01%
+6,815
1148
$203K 0.01%
4,578
-5,536
1149
$203K 0.01%
11,761
-57,415
1150
$203K 0.01%
+2,620
44 45
46
47 48