AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.88B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$10.4M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$10.2M

Top Sells

1
+$29.5M
2
+$17.1M
3
+$16.2M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$15.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.4M

Sector Composition

1 Technology 10%
2 Healthcare 8.37%
3 Financials 7.54%
4 Industrials 5.28%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.8M 0.22%
115,707
-9,212
102
$10.7M 0.22%
40,925
-5,060
103
$10.7M 0.22%
160,141
+3,147
104
$10.6M 0.22%
72,481
+5,991
105
$10.6M 0.22%
56,751
-643
106
$10.6M 0.22%
156,396
+654
107
$10.5M 0.21%
42,593
+2,387
108
$10.5M 0.21%
425,554
+165,480
109
$10.4M 0.21%
54,834
+2,915
110
$10.3M 0.21%
33,399
+1,110
111
$10.3M 0.21%
309,798
-12,173
112
$10.2M 0.21%
+421,928
113
$10.2M 0.21%
72,288
+10,097
114
$10.2M 0.21%
63,923
+891
115
$10.1M 0.21%
48,961
+2,239
116
$10M 0.21%
42,038
+599
117
$10M 0.21%
228,341
+30,186
118
$9.91M 0.2%
98,227
+7,959
119
$9.91M 0.2%
137,895
-27,322
120
$9.76M 0.2%
113,748
-7,562
121
$9.7M 0.2%
19,940
-25
122
$9.66M 0.2%
40,323
+3,811
123
$9.62M 0.2%
65,925
+51,052
124
$9.61M 0.2%
328,459
-4,363
125
$9.56M 0.2%
133,015
-141
3 4
5
6 7