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
$981M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$7.08M
3
+$7.02M
4
IYH icon
iShares US Healthcare ETF
IYH
+$6.82M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$6.28M

Top Sells

1
+$18.7M
2
+$17M
3
+$16.7M
4
BSCE
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
+$11.3M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$10.5M

Sector Composition

1 Technology 3.59%
2 Healthcare 3.52%
3 Energy 3.31%
4 Consumer Staples 2.81%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$375K 0.04%
4,830
-801
327
$375K 0.04%
4,507
+363
328
$369K 0.04%
15,464
-246
329
$367K 0.04%
+11,027
330
$362K 0.04%
20,303
+353
331
$358K 0.04%
3,197
-1,334
332
$355K 0.04%
3,108
-141
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$354K 0.04%
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334
$354K 0.04%
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336
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337
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4,297
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338
$347K 0.04%
6,852
+2,011
339
$346K 0.04%
3,204
+81
340
$344K 0.04%
9,188
-2,278
341
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$337K 0.03%
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343
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11,262
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344
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12,118
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345
$331K 0.03%
2,331
-17,674
346
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24,822
-19,290
347
$329K 0.03%
3,048
+152
348
$328K 0.03%
2,888
+75
349
$326K 0.03%
10,187
+240
350
$325K 0.03%
+10,835
12 13
14
15 16