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
$1B
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$9.68M
3
+$5.25M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.17M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.93M

Top Sells

1
+$22.9M
2
+$13.9M
3
+$13.9M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.21M
5
IYW icon
iShares US Technology ETF
IYW
+$5.07M

Sector Composition

1 Healthcare 3.24%
2 Technology 2.99%
3 Consumer Staples 2.89%
4 Energy 2.65%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-3,956
477
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479
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480
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-56,745
481
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-15,612
482
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-43,621
483
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-24,998
484
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-39,516
485
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-295,140
486
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-29,466
487
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488
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-6,592
489
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-77,322
490
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-31,823
491
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-113,265
492
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-15,180
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