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
276
$4.81M 0.09%
85,365
+9,090
277
$4.79M 0.09%
39,039
+2,528
278
$4.78M 0.09%
45,511
+1,402
279
$4.73M 0.09%
100,710
-1,385
280
$4.7M 0.09%
59,033
-10,318
281
$4.69M 0.09%
16,446
-405
282
$4.68M 0.09%
186,525
+30,669
283
$4.67M 0.09%
14,396
+954
284
$4.64M 0.09%
24,217
+2,331
285
$4.63M 0.09%
23,282
+551
286
$4.63M 0.09%
78,388
-718
287
$4.62M 0.09%
169,425
+8,327
288
$4.61M 0.09%
133,949
-18,909
289
$4.57M 0.09%
42,438
+5,488
290
$4.46M 0.08%
165,254
+12,038
291
$4.43M 0.08%
271,968
+102,428
292
$4.39M 0.08%
97,779
+4,219
293
$4.38M 0.08%
32,506
+7,093
294
$4.38M 0.08%
38,217
+164
295
$4.38M 0.08%
212,565
+7,010
296
$4.36M 0.08%
57,983
-2,278
297
$4.27M 0.08%
78,919
+6,603
298
$4.27M 0.08%
27,709
+5,893
299
$4.26M 0.08%
25,714
+5,832
300
$4.25M 0.08%
46,221
-17,452
10 11
12
13 14