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
151
$8.09M 0.17%
70,451
-2,371
152
$8.09M 0.17%
162,361
+31,759
153
$7.98M 0.16%
27,644
-105
154
$7.97M 0.16%
271,213
+6,537
155
$7.97M 0.16%
159,176
+73,798
156
$7.92M 0.16%
175,120
+7,856
157
$7.92M 0.16%
106,244
+10,711
158
$7.91M 0.16%
169,396
-68,933
159
$7.86M 0.16%
23,723
+7,190
160
$7.85M 0.16%
100,962
-7,053
161
$7.82M 0.16%
135,040
+17,415
162
$7.78M 0.16%
154,393
+126,698
163
$7.73M 0.16%
59,608
+523
164
$7.69M 0.16%
88,344
-12,218
165
$7.59M 0.16%
19,547
+4,407
166
$7.54M 0.15%
114,852
-234,838
167
$7.46M 0.15%
43,077
+568
168
$7.44M 0.15%
82,267
-110,118
169
$7.43M 0.15%
104,010
+4,373
170
$7.39M 0.15%
44,613
-3,585
171
$7.34M 0.15%
103,871
+81,021
172
$7.31M 0.15%
263,789
-71,753
173
$7.3M 0.15%
33,117
+1,066
174
$7.29M 0.15%
22,351
+2,290
175
$7.21M 0.15%
96,996
+2,658
5 6
7
8 9