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
126
$6.28M 0.17%
19,339
+5,349
127
$6.15M 0.17%
+165,220
128
$6.15M 0.17%
175,308
-6,162
129
$6.11M 0.17%
1,037,960
+439,560
130
$6.04M 0.16%
80,991
-1,355
131
$5.97M 0.16%
199,865
-48,284
132
$5.96M 0.16%
67,792
+22,223
133
$5.95M 0.16%
50,841
-15,130
134
$5.95M 0.16%
32,431
+25,285
135
$5.92M 0.16%
25,172
+4,043
136
$5.86M 0.16%
17,757
+8,778
137
$5.82M 0.16%
165,245
+56,966
138
$5.82M 0.16%
56,522
+49,672
139
$5.81M 0.16%
32,845
+17,004
140
$5.79M 0.16%
22,496
+3,366
141
$5.78M 0.16%
+59,302
142
$5.72M 0.16%
181,130
+34,840
143
$5.71M 0.15%
16,880
+14,046
144
$5.65M 0.15%
56,290
+7,439
145
$5.64M 0.15%
27,595
+24,684
146
$5.59M 0.15%
86,016
+63,686
147
$5.56M 0.15%
48,028
+14,849
148
$5.52M 0.15%
104,420
+16,181
149
$5.48M 0.15%
94,563
+6,811
150
$5.48M 0.15%
91,450
+6,280
4 5
6
7 8