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
301
$4.22M 0.08%
113,023
+30,504
302
$4.22M 0.08%
20,691
+3,059
303
$4.2M 0.08%
80,922
-1,511
304
$4.17M 0.08%
163,607
+7,375
305
$4.15M 0.08%
101,537
-3,986
306
$4.13M 0.08%
21,567
+6,712
307
$4.12M 0.08%
25,263
-5,919
308
$4.11M 0.08%
18,215
+2,205
309
$4.11M 0.08%
107,828
-43,341
310
$4.1M 0.08%
32,992
+16,878
311
$4.06M 0.08%
81,273
+8,206
312
$4.06M 0.08%
32,043
+2,833
313
$4.02M 0.08%
16,255
+1,592
314
$4M 0.08%
106,304
-43,536
315
$3.98M 0.08%
39,305
-25,211
316
$3.97M 0.08%
121,359
+5,695
317
$3.96M 0.08%
21,544
+8,035
318
$3.95M 0.07%
55,995
-8,817
319
$3.89M 0.07%
15,797
+904
320
$3.89M 0.07%
241,470
-7,782
321
$3.89M 0.07%
48,795
+11,485
322
$3.89M 0.07%
341,644
-2,237
323
$3.88M 0.07%
44,532
+7,519
324
$3.85M 0.07%
112,700
+17,300
325
$3.84M 0.07%
12,561
+335
11 12
13
14 15