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
276
$546K 0.05%
7,218
+1,269
277
$544K 0.05%
6,609
-836
278
$544K 0.05%
7,372
+163
279
$534K 0.05%
7,451
-424
280
$534K 0.05%
5,884
-625
281
$523K 0.05%
9,431
+2,002
282
$519K 0.05%
29,548
+1,692
283
$515K 0.05%
8,531
-922
284
$515K 0.05%
33,076
+1,128
285
$513K 0.05%
34,784
+1,744
286
$509K 0.05%
5,329
+573
287
$506K 0.05%
8,976
+521
288
$499K 0.05%
11,022
-2,622
289
$498K 0.05%
4,531
+37
290
$494K 0.05%
10,654
+5,108
291
$493K 0.05%
5,076
+1,260
292
$488K 0.05%
7,699
+64
293
$485K 0.05%
7,688
-5,957
294
$484K 0.05%
19,653
+1,153
295
$483K 0.05%
10,725
+335
296
$479K 0.05%
16,428
-830
297
$477K 0.05%
12,768
+1,268
298
$472K 0.05%
4,558
+374
299
$471K 0.05%
9,026
+110
300
$469K 0.05%
9,973
+128
10 11
12
13 14