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
426
$2.8M 0.05%
118,123
+64,874
427
$2.8M 0.05%
+112,246
428
$2.8M 0.05%
88,551
-1,545
429
$2.79M 0.05%
22,200
-3,846
430
$2.78M 0.05%
+66,256
431
$2.78M 0.05%
33,402
+1,089
432
$2.77M 0.05%
12,100
+2,342
433
$2.77M 0.05%
68,775
-3,233
434
$2.76M 0.05%
50,096
+4,399
435
$2.73M 0.05%
15,925
+5,717
436
$2.71M 0.05%
17,466
+6,405
437
$2.7M 0.05%
+143,619
438
$2.68M 0.05%
77,306
-20,797
439
$2.66M 0.05%
12,675
-2,923
440
$2.66M 0.05%
15,936
+1,456
441
$2.65M 0.05%
2,012
+715
442
$2.64M 0.05%
38,184
+7,614
443
$2.64M 0.05%
13,538
+7,027
444
$2.64M 0.05%
17,989
+8,841
445
$2.64M 0.05%
40,560
-369
446
$2.63M 0.05%
33,219
+427
447
$2.63M 0.05%
22,716
+284
448
$2.62M 0.05%
82,796
+27,770
449
$2.61M 0.05%
26,671
-2,880
450
$2.59M 0.05%
+128,909
16 17
18
19 20