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
451
$2.59M 0.05%
8,147
-952
452
$2.58M 0.05%
9,771
+137
453
$2.57M 0.05%
4,705
-158
454
$2.57M 0.05%
+58,733
455
$2.55M 0.05%
47,352
+22,590
456
$2.55M 0.05%
5,695
+50
457
$2.55M 0.05%
30,784
+4,913
458
$2.54M 0.05%
27,096
+7,102
459
$2.52M 0.05%
41,990
+8,813
460
$2.51M 0.05%
14,124
+4,546
461
$2.5M 0.05%
+93,747
462
$2.5M 0.05%
76,813
-376
463
$2.49M 0.05%
36,182
+1,879
464
$2.48M 0.05%
22,110
-3,031
465
$2.47M 0.05%
26,412
+816
466
$2.45M 0.05%
7,705
+1,532
467
$2.45M 0.05%
49,268
+6,060
468
$2.44M 0.05%
+49,498
469
$2.44M 0.05%
74,701
-25,546
470
$2.43M 0.05%
88,150
-2,020
471
$2.42M 0.05%
80,881
-12,821
472
$2.42M 0.05%
37,517
+2,641
473
$2.41M 0.05%
+103,608
474
$2.4M 0.05%
10,852
+3,431
475
$2.4M 0.05%
27,260
+2,709
17 18
19
20 21