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
$981M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$7.08M
3
+$7.02M
4
IYH icon
iShares US Healthcare ETF
IYH
+$6.82M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$6.28M

Top Sells

1
+$18.7M
2
+$17M
3
+$16.7M
4
BSCE
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
+$11.3M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$10.5M

Sector Composition

1 Technology 3.59%
2 Healthcare 3.52%
3 Energy 3.31%
4 Consumer Staples 2.81%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$620K 0.06%
24,774
-9,380
252
$617K 0.06%
10,555
+1,124
253
$614K 0.06%
42,255
+3,013
254
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7,199
+1,727
255
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23,416
-12,204
256
$603K 0.06%
5,476
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257
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258
$595K 0.06%
8,528
-1,362
259
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260
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261
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8,850
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262
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6,014
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263
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30,420
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264
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28,957
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265
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270
$554K 0.06%
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271
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4,042
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272
$549K 0.06%
9,956
-294
273
$545K 0.06%
22,809
-941
274
$545K 0.06%
11,585
+311
275
$543K 0.06%
13,208
+440
9 10
11
12 13