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
576
$1.77M 0.03%
45,680
+2,292
577
$1.76M 0.03%
41,062
-2,380
578
$1.76M 0.03%
+65,422
579
$1.76M 0.03%
32,163
-3,196
580
$1.76M 0.03%
12,620
-979
581
$1.75M 0.03%
11,152
+1,386
582
$1.75M 0.03%
18,883
-243
583
$1.74M 0.03%
+32,537
584
$1.74M 0.03%
+21,443
585
$1.72M 0.03%
8,477
+837
586
$1.71M 0.03%
53,010
-16,321
587
$1.71M 0.03%
21,809
+2,543
588
$1.7M 0.03%
+10,540
589
$1.7M 0.03%
24,072
-3,815
590
$1.7M 0.03%
8,912
+418
591
$1.7M 0.03%
19,264
+1,897
592
$1.7M 0.03%
19,808
+3,518
593
$1.69M 0.03%
+18,744
594
$1.69M 0.03%
+20,994
595
$1.69M 0.03%
61,153
+11,773
596
$1.69M 0.03%
19,347
-796
597
$1.69M 0.03%
+54,350
598
$1.68M 0.03%
25,175
+2,935
599
$1.68M 0.03%
26,946
-1,678
600
$1.67M 0.03%
60,338
+1,354
22 23
24
25 26