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
$5.28B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$29.5M
3
+$25M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$20.6M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$18.9M

Top Sells

1
+$35.8M
2
+$25.4M
3
+$25.2M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$22.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$20.7M

Sector Composition

1 Technology 12.19%
2 Healthcare 7.51%
3 Financials 7%
4 Consumer Discretionary 5.61%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.76M 0.11%
17,309
+377
227
$5.7M 0.11%
217,385
+3,814
228
$5.69M 0.11%
27,864
-2,597
229
$5.69M 0.11%
14,247
-124
230
$5.63M 0.11%
92,905
+590
231
$5.58M 0.11%
273,573
-3,067
232
$5.55M 0.11%
55,910
-6,365
233
$5.53M 0.1%
95,308
-6,066
234
$5.52M 0.1%
79,477
+4,532
235
$5.49M 0.1%
123,084
+5,727
236
$5.49M 0.1%
71,085
+5,510
237
$5.45M 0.1%
97,497
+4,979
238
$5.44M 0.1%
102,640
+27,740
239
$5.42M 0.1%
40,460
-11,478
240
$5.42M 0.1%
125,341
+69,451
241
$5.39M 0.1%
488,546
-27,894
242
$5.39M 0.1%
79,423
-1,556
243
$5.38M 0.1%
157,730
+1,071
244
$5.37M 0.1%
100,233
+3,521
245
$5.35M 0.1%
126,806
-101,535
246
$5.35M 0.1%
56,398
-1,382
247
$5.31M 0.1%
163,733
-757
248
$5.31M 0.1%
180,382
+16,429
249
$5.3M 0.1%
254,832
-284,662
250
$5.29M 0.1%
50,711
-811
8 9
10
11 12