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
301
$465K 0.05%
16,670
-4,225
302
$462K 0.05%
5,472
-903
303
$459K 0.05%
3,322
-175
304
$457K 0.05%
33,848
+2,688
305
$457K 0.05%
6,840
-5
306
$456K 0.05%
11,573
+2,393
307
$455K 0.05%
7,921
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308
$454K 0.05%
10,786
+592
309
$452K 0.05%
5,631
+293
310
$447K 0.04%
3,870
-149
311
$447K 0.04%
19,950
-4,495
312
$447K 0.04%
741
+41
313
$440K 0.04%
11,466
+1,242
314
$439K 0.04%
16,887
+805
315
$435K 0.04%
8,522
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316
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317
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318
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20,560
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319
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2,931
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320
$423K 0.04%
7,658
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321
$416K 0.04%
8,595
-30
322
$412K 0.04%
6,878
+1,655
323
$409K 0.04%
5,717
+828
324
$403K 0.04%
7,139
+1,223
325
$403K 0.04%
12,593
+3,191
11 12
13
14 15