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
526
$2.05M 0.04%
+89,889
527
$2.04M 0.04%
19,225
-12,468
528
$2.03M 0.04%
31,640
-5,607
529
$2.03M 0.04%
+13,701
530
$2.03M 0.04%
3,774
-159
531
$2.03M 0.04%
46,266
+1,764
532
$2.03M 0.04%
44,316
-1,116
533
$2.02M 0.04%
+20,943
534
$2.02M 0.04%
61,591
-1,386
535
$2.02M 0.04%
31,341
-2,301
536
$2.02M 0.04%
9,455
-486
537
$2.02M 0.04%
51,111
-15,776
538
$2.01M 0.04%
114,865
+2,236
539
$1.98M 0.04%
39,372
-4,612
540
$1.98M 0.04%
6,470
+42
541
$1.97M 0.04%
24,462
+463
542
$1.95M 0.04%
79,122
+8,724
543
$1.94M 0.04%
64,606
-2,168
544
$1.94M 0.04%
38,481
-95,938
545
$1.93M 0.04%
3,863
-379
546
$1.93M 0.04%
37,647
+4,663
547
$1.93M 0.04%
108,167
+11,039
548
$1.92M 0.04%
9,489
+360
549
$1.92M 0.04%
+112,997
550
$1.91M 0.04%
13,308
-1,816
20 21
22
23 24