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
$1B
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$9.68M
3
+$5.25M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.17M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.93M

Top Sells

1
+$22.9M
2
+$13.9M
3
+$13.9M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.21M
5
IYW icon
iShares US Technology ETF
IYW
+$5.07M

Sector Composition

1 Healthcare 3.24%
2 Technology 2.99%
3 Consumer Staples 2.89%
4 Energy 2.65%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$721K 0.07%
17,986
-742
227
$720K 0.07%
8,271
+566
228
$718K 0.07%
+29,100
229
$701K 0.07%
+66,837
230
$699K 0.07%
35,620
+237
231
$698K 0.07%
12,681
+3,173
232
$695K 0.07%
33,376
+6,066
233
$692K 0.07%
+12,946
234
$689K 0.07%
47,522
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235
$684K 0.07%
9,604
-274
236
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12,204
+1,060
237
$678K 0.07%
15,449
-3,287
238
$671K 0.07%
57,011
+1,021
239
$671K 0.07%
30,689
+8,464
240
$669K 0.07%
7,378
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241
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242
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28,045
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243
$659K 0.07%
8,357
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244
$658K 0.07%
39,242
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245
$647K 0.06%
+10,502
246
$646K 0.06%
28,789
-5,522
247
$642K 0.06%
16,790
+114
248
$633K 0.06%
18,940
+3,668
249
$623K 0.06%
12,836
-578
250
$622K 0.06%
17,750
+488
8 9
10
11 12