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
151
$5.47M 0.15%
39,935
+6,528
152
$5.44M 0.15%
66,731
+1,790
153
$5.42M 0.15%
60,528
+6,940
154
$5.33M 0.14%
62,621
+40,667
155
$5.32M 0.14%
61,026
+4,977
156
$5.26M 0.14%
41,051
+20,506
157
$5.16M 0.14%
54,592
+6,996
158
$5.05M 0.14%
57,232
+43,508
159
$5.02M 0.14%
37,961
+19,438
160
$4.98M 0.14%
142,730
+221
161
$4.92M 0.13%
98,567
+45,061
162
$4.77M 0.13%
43,147
-4,269
163
$4.76M 0.13%
97,535
+22,732
164
$4.67M 0.13%
32,407
+1,106
165
$4.66M 0.13%
79,631
+30,339
166
$4.57M 0.12%
51,622
+21,077
167
$4.51M 0.12%
+26,780
168
$4.47M 0.12%
27,511
+11,286
169
$4.46M 0.12%
35,418
+239
170
$4.45M 0.12%
28,614
+13,975
171
$4.35M 0.12%
36,587
+6,488
172
$4.3M 0.12%
70,497
+19,310
173
$4.26M 0.12%
40,361
+2,798
174
$4.22M 0.11%
88,115
+10,003
175
$4.13M 0.11%
37,918
-5,614
5 6
7
8 9