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
401
$3.02M 0.06%
35,291
+3,791
402
$3M 0.06%
36,241
+3,037
403
$2.99M 0.06%
22,413
+5,860
404
$2.98M 0.06%
58,921
-3,927
405
$2.97M 0.06%
79,422
+210
406
$2.96M 0.06%
21,040
+8,653
407
$2.95M 0.06%
+128,502
408
$2.94M 0.06%
32,693
+3,880
409
$2.92M 0.06%
12,620
-527
410
$2.92M 0.06%
24,022
-1,505
411
$2.91M 0.06%
16,296
-13,005
412
$2.9M 0.05%
60,548
-85,366
413
$2.89M 0.05%
109,196
+995
414
$2.88M 0.05%
16,824
+1,673
415
$2.85M 0.05%
97,556
+45,616
416
– –
-108,690
417
$2.85M 0.05%
20,830
-797
418
$2.85M 0.05%
27,215
+7,151
419
$2.84M 0.05%
20,889
-784
420
$2.83M 0.05%
11,640
+1,395
421
$2.83M 0.05%
64,893
+7,231
422
$2.83M 0.05%
55,573
+14,848
423
$2.83M 0.05%
31,007
-5,341
424
$2.83M 0.05%
49,982
+674
425
$2.81M 0.05%
36,469
+385
15 16
17
18 19