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
326
$3.84M 0.07%
+132,652
327
$3.82M 0.07%
60,395
+10,619
328
$3.82M 0.07%
56,979
+1,302
329
$3.82M 0.07%
79,669
+12,955
330
$3.8M 0.07%
69,629
+12,794
331
$3.78M 0.07%
22,162
-1,314
332
$3.77M 0.07%
11,234
+2,293
333
$3.75M 0.07%
37,827
+8,072
334
$3.73M 0.07%
22,276
-755
335
$3.7M 0.07%
28,055
+979
336
$3.69M 0.07%
65,035
+3,287
337
$3.66M 0.07%
17,269
+188
338
$3.65M 0.07%
164,999
-57,854
339
$3.61M 0.07%
19,332
-2,763
340
$3.6M 0.07%
18,781
-3,328
341
$3.59M 0.07%
32,610
+4,027
342
$3.57M 0.07%
61,690
-3,390
343
$3.56M 0.07%
101,307
-3,985
344
$3.55M 0.07%
34,763
+1,838
345
$3.55M 0.07%
261,600
-5,585
346
$3.53M 0.07%
22,281
-5,304
347
$3.51M 0.07%
9,098
+4,084
348
$3.5M 0.07%
63,857
+3,825
349
$3.49M 0.07%
+38,222
350
$3.48M 0.07%
63,811
+31,385
12 13
14
15 16