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
1176
$127K ﹤0.01%
1,779
-3,937
1177
$119K ﹤0.01%
+21,329
1178
$111K ﹤0.01%
+12,425
1179
$110K ﹤0.01%
+13,333
1180
$110K ﹤0.01%
+41,164
1181
$103K ﹤0.01%
+12,281
1182
$103K ﹤0.01%
+15,292
1183
$100K ﹤0.01%
+17,048
1184
$98K ﹤0.01%
+64,292
1185
$92K ﹤0.01%
+12,645
1186
$86K ﹤0.01%
+14,092
1187
$83K ﹤0.01%
3,382
-10,241
1188
$77K ﹤0.01%
+20,702
1189
$74K ﹤0.01%
+10,602
1190
$66K ﹤0.01%
+10,478
1191
$49K ﹤0.01%
+34,209
1192
$32K ﹤0.01%
+10,781
1193
$7K ﹤0.01%
+500
1194
– –
-67,335
1195
– –
-42,772
1196
– –
-46,516
1197
– –
-4,131
1198
– –
-99,140
1199
– –
-4,292
1200
– –
-446
46 47
48
49 50