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
551
$1.91M 0.04%
58,875
-1,623
552
$1.91M 0.04%
25,130
+983
553
$1.9M 0.04%
50,878
-208
554
$1.9M 0.04%
17,687
+403
555
$1.89M 0.04%
19,151
+2,544
556
$1.89M 0.04%
+40,785
557
$1.89M 0.04%
23,224
+1,652
558
$1.88M 0.04%
30,895
-5,025
559
$1.88M 0.04%
+71,475
560
$1.88M 0.04%
+106,549
561
$1.87M 0.04%
45,827
-8,392
562
$1.87M 0.04%
18,713
-373
563
$1.86M 0.04%
165,673
-3,606
564
$1.85M 0.04%
11,025
+2,421
565
$1.85M 0.04%
6,826
-740
566
$1.85M 0.04%
+13,013
567
$1.84M 0.03%
+36,472
568
$1.83M 0.03%
54,503
+18,166
569
$1.82M 0.03%
36,207
+5,926
570
$1.81M 0.03%
57,695
+7,005
571
$1.81M 0.03%
4,627
-199
572
$1.81M 0.03%
8,349
-2,185
573
$1.81M 0.03%
39,701
-12,576
574
$1.8M 0.03%
35,659
-16,860
575
$1.78M 0.03%
28,047
+1,000
21 22
23
24 25