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
201
$3.26M 0.09%
32,093
-42,569
202
$3.24M 0.09%
54,616
+26,862
203
$3.22M 0.09%
24,526
+13,854
204
$3.17M 0.09%
65,552
+1,552
205
$3.16M 0.09%
57,330
+28,819
206
$3.14M 0.09%
65,756
+1,135
207
$3.14M 0.09%
33,839
-2,443
208
$3.13M 0.08%
43,282
+8,673
209
$3.1M 0.08%
10,469
+2,456
210
$3.1M 0.08%
167,514
+143,554
211
$3.09M 0.08%
57,738
+459
212
$3.09M 0.08%
28,012
-2,154
213
$3.08M 0.08%
50,804
+13,220
214
$3.07M 0.08%
23,961
+8,650
215
$3.02M 0.08%
78,006
+26,720
216
$3M 0.08%
29,270
+504
217
$2.96M 0.08%
39,975
+8,762
218
$2.92M 0.08%
48,553
+13,246
219
$2.91M 0.08%
40,083
-762
220
$2.91M 0.08%
31,416
+7,832
221
$2.9M 0.08%
7,735
+6,800
222
$2.9M 0.08%
8,193
+1,840
223
$2.9M 0.08%
+112,203
224
$2.87M 0.08%
19,443
+9,184
225
$2.87M 0.08%
22,561
+3,252
7 8
9
10 11