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
176
$4.12M 0.11%
32,829
-31,823
177
$4.09M 0.11%
58,654
+4,987
178
$4.07M 0.11%
+65,330
179
$3.98M 0.11%
22,014
-7,495
180
$3.98M 0.11%
24,921
+18,514
181
$3.95M 0.11%
78,259
-1,648
182
$3.94M 0.11%
41,575
+25,429
183
$3.86M 0.1%
52,002
+12,185
184
$3.75M 0.1%
42,028
+20,404
185
$3.74M 0.1%
73,441
+21,016
186
$3.68M 0.1%
77,308
+20,239
187
$3.65M 0.1%
31,548
+3,434
188
$3.62M 0.1%
+62,348
189
$3.61M 0.1%
13,451
+7,345
190
$3.56M 0.1%
45,634
+32,348
191
$3.52M 0.1%
+121,570
192
$3.47M 0.09%
13,100
+1,810
193
$3.4M 0.09%
48,952
-323,610
194
$3.35M 0.09%
105,504
+91,010
195
$3.35M 0.09%
30,025
-773
196
$3.33M 0.09%
33,433
+27,375
197
$3.33M 0.09%
92,310
+19,753
198
$3.31M 0.09%
49,180
+12,120
199
$3.3M 0.09%
170,724
+46,791
200
$3.28M 0.09%
170,139
-29,624
6 7
8
9 10