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
201
$6.34M 0.13%
88,631
-15,548
202
$6.34M 0.13%
64,516
-3,659
203
$6.33M 0.13%
140,826
+16,508
204
$6.33M 0.13%
18,425
+3,630
205
$6.27M 0.13%
2,542
+15
206
$6.23M 0.13%
26,264
+592
207
$6.23M 0.13%
240,562
+37,552
208
$6.12M 0.13%
331,690
-81,414
209
$6.04M 0.12%
62,275
-31,727
210
$6.03M 0.12%
34,608
-27,292
211
$5.93M 0.12%
79,635
-5,154
212
$5.93M 0.12%
164,273
-1,044
213
$5.93M 0.12%
35,256
+687
214
$5.92M 0.12%
15,784
+240
215
$5.91M 0.12%
46,616
-552
216
$5.91M 0.12%
151,169
+8,748
217
$5.87M 0.12%
48,684
-6,355
218
$5.78M 0.12%
63,673
-3,039
219
$5.74M 0.12%
74,007
-3,457
220
$5.73M 0.12%
92,315
+21,353
221
$5.72M 0.12%
14,265
-407
222
$5.67M 0.12%
92,518
-22,860
223
$5.65M 0.12%
13,072
-1,042
224
$5.54M 0.11%
76,535
-5,442
225
$5.52M 0.11%
7,658
-585
7 8
9
10 11