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
401
$257K 0.03%
+12,994
402
$257K 0.03%
+5,728
403
$256K 0.03%
2,968
+168
404
$255K 0.03%
1,841
+140
405
$252K 0.03%
3,981
+306
406
$252K 0.03%
5,701
+96
407
$250K 0.02%
2,735
-389
408
$247K 0.02%
+4,907
409
$246K 0.02%
2,273
-162
410
$245K 0.02%
8,419
+968
411
$242K 0.02%
2,172
-27
412
$239K 0.02%
3,484
-93
413
$238K 0.02%
+2,383
414
$237K 0.02%
5,390
+36
415
$233K 0.02%
+5,646
416
$233K 0.02%
5,990
+453
417
$231K 0.02%
+6,602
418
$231K 0.02%
+2,486
419
$230K 0.02%
5,621
+37
420
$229K 0.02%
2,620
-26
421
$226K 0.02%
5,602
+27
422
$224K 0.02%
5,454
+356
423
$223K 0.02%
+4,319
424
$221K 0.02%
+4,410
425
$220K 0.02%
5,533
-3,150
15 16
17
18 19