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
501
$2.26M 0.04%
27,570
+6,695
502
$2.26M 0.04%
92,097
-12,712
503
$2.24M 0.04%
65,353
+381
504
$2.22M 0.04%
46,308
+5,688
505
$2.19M 0.04%
48,106
+9,558
506
$2.18M 0.04%
89,488
+7,758
507
$2.18M 0.04%
23,396
+1,313
508
$2.17M 0.04%
35,359
+458
509
$2.16M 0.04%
3,081
+467
510
$2.15M 0.04%
31,969
+5,014
511
$2.14M 0.04%
55,311
-2,329
512
$2.14M 0.04%
+37,938
513
$2.13M 0.04%
42,006
+2,705
514
$2.13M 0.04%
22,970
-3,774
515
$2.12M 0.04%
34,859
+11,183
516
$2.12M 0.04%
28,022
-74
517
$2.11M 0.04%
148,089
+18,571
518
$2.09M 0.04%
42,095
+863
519
$2.09M 0.04%
37,683
+2,794
520
$2.09M 0.04%
36,247
+931
521
$2.08M 0.04%
11,626
+1,110
522
$2.07M 0.04%
18,415
+274
523
$2.07M 0.04%
28,915
-85,937
524
$2.07M 0.04%
9,298
+51
525
$2.06M 0.04%
32,306
-76,555
19 20
21
22 23