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
176
$7.2M 0.15%
13,181
-41
177
$7.2M 0.15%
47,456
-6,692
178
$7.16M 0.15%
142,841
-53,231
179
$7.05M 0.14%
142,443
+11,605
180
$7.02M 0.14%
51,938
+347
181
$7M 0.14%
103,215
+12,121
182
$6.92M 0.14%
86,950
+2,928
183
$6.92M 0.14%
145,914
-20,087
184
$6.82M 0.14%
59,057
-845
185
$6.78M 0.14%
64,275
+10,285
186
$6.77M 0.14%
134,419
+79,686
187
$6.76M 0.14%
367,169
+63,944
188
$6.74M 0.14%
156,659
+24,512
189
$6.72M 0.14%
40,965
+2,565
190
$6.71M 0.14%
183,484
+4,228
191
$6.7M 0.14%
37,597
-187
192
$6.66M 0.14%
64,629
+8,223
193
$6.62M 0.14%
58,749
+2,320
194
$6.52M 0.13%
16,761
-1,163
195
$6.49M 0.13%
43,961
+6,918
196
$6.48M 0.13%
192,592
+6,836
197
$6.47M 0.13%
156,755
-10,250
198
$6.45M 0.13%
30,461
-7,012
199
$6.43M 0.13%
69,351
-513
200
$6.37M 0.13%
108,861
-12,132
6 7
8
9 10