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
351
$323K 0.03%
3,247
-125
352
$316K 0.03%
+2,413
353
$315K 0.03%
5,840
+724
354
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5,485
+375
355
$309K 0.03%
10,052
+1,656
356
$304K 0.03%
7,088
-256
357
$303K 0.03%
4,565
-3,134
358
$301K 0.03%
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359
$298K 0.03%
5,888
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360
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361
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3,184
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362
$297K 0.03%
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363
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+6,316
364
$293K 0.03%
4,006
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365
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8,180
366
$289K 0.03%
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369
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370
$283K 0.03%
2,543
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371
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4,101
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372
$282K 0.03%
5,600
-208,878
373
$281K 0.03%
6,558
-4,228
374
$280K 0.03%
3,928
-99
375
$276K 0.03%
4,872
+146
13 14
15
16 17