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
101
$8.29M 0.22%
66,589
+22,683
102
$8.2M 0.22%
14,048
+1,335
103
$8.04M 0.22%
+35,515
104
$7.57M 0.21%
129,668
-188,015
105
$7.44M 0.2%
640,536
+516,856
106
$7.36M 0.2%
86,510
+27,058
107
$7.06M 0.19%
+140,084
108
$6.82M 0.18%
54,377
+13,410
109
$6.79M 0.18%
39,164
+35,395
110
$6.77M 0.18%
126,311
-15,190
111
$6.76M 0.18%
66,748
+22,165
112
$6.76M 0.18%
125,640
+78,083
113
$6.7M 0.18%
217,812
+9,507
114
$6.69M 0.18%
+186,398
115
$6.62M 0.18%
61,158
+16,998
116
$6.61M 0.18%
118,645
-34,581
117
$6.59M 0.18%
3,211
+309
118
$6.57M 0.18%
22,366
+8,140
119
$6.56M 0.18%
109,577
+54,973
120
$6.56M 0.18%
25,036
+5,089
121
$6.41M 0.17%
125,801
-128,927
122
$6.37M 0.17%
300,641
+105,857
123
$6.32M 0.17%
67,432
+43,731
124
$6.3M 0.17%
69,105
+24,576
125
$6.29M 0.17%
99,840
-18,530
3 4
5
6 7