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
251
$5.27M 0.1%
188,166
+35,039
252
$5.25M 0.1%
+36,679
253
$5.22M 0.1%
26,761
-1,763
254
$5.2M 0.1%
286,835
+30,845
255
$5.2M 0.1%
14,600
-1,184
256
$5.19M 0.1%
103,810
-4,580
257
$5.17M 0.1%
25,009
+3,070
258
$5.14M 0.1%
64,507
+12,477
259
$5.14M 0.1%
+173,629
260
$5.12M 0.1%
38,171
+597
261
$5.12M 0.1%
50,522
-276
262
$5.08M 0.1%
17,738
-431
263
$5.06M 0.1%
51,654
+16,167
264
$5.04M 0.1%
33,732
+4,432
265
$5.02M 0.1%
55,178
+12,730
266
$4.97M 0.09%
12,859
+541
267
$4.91M 0.09%
43,789
+6,441
268
$4.89M 0.09%
163,766
-1,325
269
$4.88M 0.09%
31,615
-2,156
270
$4.88M 0.09%
182,114
-58,448
271
$4.86M 0.09%
96,371
+48,154
272
$4.85M 0.09%
19,076
+2,210
273
$4.85M 0.09%
34,000
+1,276
274
$4.82M 0.09%
52,573
-29,694
275
$4.82M 0.09%
6,679
+303
9 10
11
12 13