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
351
$3.47M 0.07%
51,493
-758
352
$3.46M 0.07%
+78,640
353
$3.45M 0.07%
69,940
+12,094
354
$3.44M 0.07%
110,133
-192,413
355
$3.41M 0.06%
9,948
+792
356
$3.41M 0.06%
109,083
+41,426
357
$3.4M 0.06%
164,672
+1,552
358
$3.4M 0.06%
17,563
-122
359
$3.37M 0.06%
58,546
-7,458
360
$3.35M 0.06%
102,308
-4,301
361
$3.34M 0.06%
45,738
-2,626
362
$3.34M 0.06%
53,507
+8,066
363
$3.33M 0.06%
81,602
+7,208
364
$3.33M 0.06%
+25,194
365
$3.31M 0.06%
+75,768
366
$3.3M 0.06%
13,487
-84,739
367
$3.26M 0.06%
87,375
-917
368
$3.25M 0.06%
33,792
+4,140
369
$3.24M 0.06%
53,727
-15,069
370
$3.24M 0.06%
256,962
+118,544
371
$3.23M 0.06%
24,643
+1,981
372
$3.23M 0.06%
29,252
-11,180
373
$3.22M 0.06%
96,680
-3,072
374
$3.21M 0.06%
9,276
+669
375
$3.2M 0.06%
27,562
-3,992
13 14
15
16 17