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
476
$2.39M 0.05%
17,047
+7,071
477
$2.38M 0.05%
35,495
-2,761
478
$2.38M 0.05%
57,291
-19,913
479
$2.37M 0.04%
50,481
+6,599
480
$2.36M 0.04%
118,570
+22,710
481
$2.36M 0.04%
37,816
+1,527
482
$2.36M 0.04%
35,733
+613
483
$2.34M 0.04%
7,437
-670
484
$2.34M 0.04%
15,442
-8,621
485
$2.34M 0.04%
15,537
+3,416
486
$2.34M 0.04%
19,844
+393
487
$2.34M 0.04%
15,355
-1,028
488
$2.34M 0.04%
36,362
+5,412
489
$2.33M 0.04%
5
490
$2.31M 0.04%
33,704
+8,554
491
$2.31M 0.04%
11,419
-117
492
$2.31M 0.04%
1,808
-6
493
$2.31M 0.04%
12,058
-1,184
494
$2.3M 0.04%
8,822
+44
495
$2.3M 0.04%
36,865
-30,104
496
$2.29M 0.04%
11,350
+168
497
$2.29M 0.04%
15,072
+1,632
498
$2.28M 0.04%
53,070
+1,047
499
$2.28M 0.04%
26,422
-10,551
500
$2.26M 0.04%
50,235
+7,640
18 19
20
21 22