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
376
$3.19M 0.06%
200,078
-14,315
377
$3.19M 0.06%
+62,774
378
$3.19M 0.06%
30,448
+877
379
$3.17M 0.06%
8,705
-2,828
380
$3.14M 0.06%
83,530
-2,391
381
$3.14M 0.06%
99,757
-14,112
382
$3.13M 0.06%
8,814
-645
383
$3.12M 0.06%
75,364
+34,398
384
$3.12M 0.06%
35,290
+3,838
385
$3.12M 0.06%
19,789
-2,390
386
– –
-118,829
387
$3.11M 0.06%
69,493
+2,408
388
$3.11M 0.06%
49,865
+5,332
389
$3.11M 0.06%
63,324
-396
390
$3.1M 0.06%
12,975
+157
391
$3.08M 0.06%
44,016
-598
392
$3.07M 0.06%
95,638
+4,942
393
$3.07M 0.06%
95,500
-2,860
394
$3.07M 0.06%
81,707
+740
395
$3.06M 0.06%
21,096
+11,690
396
$3.05M 0.06%
120,864
-304,690
397
$3.05M 0.06%
50,587
+21,978
398
$3.04M 0.06%
86,237
+6,182
399
$3.04M 0.06%
55,880
+20,084
400
$3.04M 0.06%
21,837
-44,088
14 15
16
17 18