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
126
$9.53M 0.2%
28,444
+2,682
127
$9.52M 0.2%
18,554
+841
128
$9.51M 0.19%
187,324
+22
129
$9.51M 0.19%
22,194
-2,995
130
$9.42M 0.19%
302,546
+10,628
131
$9.38M 0.19%
56,699
+3,061
132
$9.23M 0.19%
61,953
-2,589
133
$9.21M 0.19%
127,762
-25,809
134
$9.15M 0.19%
301,085
+6,725
135
$9.02M 0.19%
358,404
+4,644
136
$9M 0.18%
108,136
+5,637
137
$8.95M 0.18%
102,154
+442
138
$8.59M 0.18%
54,411
+1,963
139
$8.58M 0.18%
46,726
-18,900
140
$8.55M 0.18%
32,220
+6,497
141
$8.48M 0.17%
358,381
+21,027
142
$8.48M 0.17%
113,830
+99,924
143
$8.43M 0.17%
211,262
-2,509
144
$8.42M 0.17%
35,817
+432
145
$8.42M 0.17%
1,099,966
-128,628
146
$8.42M 0.17%
76,536
-244
147
$8.39M 0.17%
63,274
-15,444
148
$8.33M 0.17%
53,064
+4,420
149
$8.31M 0.17%
33,499
+2,345
150
$8.19M 0.17%
75,667
+17,611
4 5
6
7 8