AI
Atria Investments Portfolio holdings
AUM
$8.8B
1-Year Est. Return
19.85%
This Fund
S&P 500
1 Year Est. Return
+19.85%
AUM
$884M
AUM Growth
-$57.7M
(-6.1%)
Holding
466
Top Buys
| 1 | +$33.3M | |
| 2 | +$21.7M | |
| 3 | +$6.78M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$4.96M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.21M |
Top Sells
| 1 | +$15.8M | |
| 2 | +$14.2M | |
| 3 | +$14.2M | |
| 4 |
iShares US Utilities ETF
IDU
|
+$14.1M |
| 5 |
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% |