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
376
$266K 0.03%
5,687
-4,286
377
$266K 0.03%
2,194
-1,101
378
$265K 0.03%
6,810
+820
379
$264K 0.03%
18,269
-29,253
380
$261K 0.03%
6,032
-782
381
$261K 0.03%
18,672
-9,371
382
$260K 0.03%
7,526
+104
383
$259K 0.03%
3,793
-1,899
384
$258K 0.03%
3,856
-114
385
$256K 0.03%
3,418
-66
386
$255K 0.03%
+20,704
387
$253K 0.03%
2,603
+117
388
$252K 0.03%
2,772
+37
389
$251K 0.03%
2,086
-86
390
$251K 0.03%
6,979
-70
391
$249K 0.03%
415
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392
$244K 0.02%
2,349
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393
$243K 0.02%
5,063
-638
394
$242K 0.02%
5,641
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395
$242K 0.02%
5,753
+25
396
$241K 0.02%
4,748
+338
397
$236K 0.02%
18,648
-15,200
398
$234K 0.02%
2,793
+173
399
$226K 0.02%
11,955
-7,542
400
$226K 0.02%
+12,402
14 15
16
17 18