AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$884M
AUM Growth
-$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$21.7M
3
+$6.78M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.96M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.21M

Top Sells

1
+$15.8M
2
+$14.2M
3
+$14.2M
4
IDU icon
iShares US Utilities ETF
IDU
+$14.1M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$13.6M

Sector Composition

1 Healthcare 3.77%
2 Technology 3.03%
3 Financials 2.74%
4 Consumer Staples 2.56%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
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