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
26
$29.9M 0.57%
229,580
+9,352
27
$29.9M 0.57%
318,761
+109,789
28
$29.5M 0.56%
+293,597
29
$29M 0.55%
1,311,244
-1,149,680
30
$28.6M 0.54%
480,118
+100,105
31
$27.6M 0.52%
566,100
+313,740
32
$26.8M 0.51%
73,611
-1,340
33
$26.4M 0.5%
124,374
+11,266
34
$25.9M 0.49%
162,721
+11,728
35
$25.9M 0.49%
555,721
+20,391
36
$25.6M 0.48%
245,445
+37,282
37
$24.9M 0.47%
167,640
+10,877
38
$24.7M 0.47%
232,035
-13,190
39
$24.7M 0.47%
866,126
+78,985
40
$24.1M 0.46%
78,059
+1,745
41
$24M 0.45%
241,844
+190,652
42
$23.7M 0.45%
489,012
-115,869
43
$22.9M 0.43%
342,169
-11,618
44
$22.8M 0.43%
435,552
+12,612
45
$22.5M 0.43%
351,030
+6,640
46
$22.3M 0.42%
235,071
+38,984
47
$22M 0.42%
544,428
+97,311
48
$21.1M 0.4%
198,178
+43,752
49
$20.9M 0.4%
424,034
+98,889
50
$20.6M 0.39%
+642,646
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