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
351
$345K 0.03%
19,497
-780
352
$343K 0.03%
18,943
+337
353
$342K 0.03%
9,474
-29
354
$341K 0.03%
9,034
-51
355
$338K 0.03%
5,064
+322
356
$335K 0.03%
28,043
+3,846
357
$334K 0.03%
7,090
+162
358
$332K 0.03%
+11,162
359
$330K 0.03%
4,839
+173
360
$329K 0.03%
3,176
+167
361
$328K 0.03%
4,474
+1,264
362
$327K 0.03%
2,813
+168
363
$326K 0.03%
3,123
+8
364
$326K 0.03%
7,871
+100
365
$323K 0.03%
+11,193
366
$317K 0.03%
28,392
+3,360
367
$311K 0.03%
7,344
-654
368
$307K 0.03%
4,089
-99
369
$307K 0.03%
4,220
-1,237
370
$306K 0.03%
3,372
-212
371
$306K 0.03%
5,116
+1,072
372
$303K 0.03%
7,032
+86
373
$303K 0.03%
5,582
-182
374
$301K 0.03%
2,789
-17
375
$299K 0.03%
12,375
-97
13 14
15
16 17