AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
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
Consumer Discretionary Select Sector SPDR Fund
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
376
$299K 0.03%
1,567
+110
377
$299K 0.03%
3,970
+576
378
$298K 0.03%
3,657
-11
379
$296K 0.03%
2,932
-15
380
$294K 0.03%
6,814
+58
381
$292K 0.03%
11,595
-1,457
382
$290K 0.03%
5,674
-561
383
$289K 0.03%
8,180
384
$288K 0.03%
6,741
+1,215
385
$286K 0.03%
+2,598
386
$285K 0.03%
7,049
+738
387
$282K 0.03%
5,110
+766
388
$280K 0.03%
+5,190
389
$280K 0.03%
4,841
+435
390
$279K 0.03%
3,997
+2
391
$278K 0.03%
4,027
-87
392
$270K 0.03%
10,629
393
$266K 0.03%
3,272
-502
394
$265K 0.03%
+3,702
395
$262K 0.03%
7,422
-102
396
$260K 0.03%
2,896
+29
397
$259K 0.03%
6,199
+169
398
$258K 0.03%
4,726
399
$258K 0.03%
+8,396
400
$257K 0.03%
4,728
-14,350
14 15
16
17 18