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
601
$1.67M 0.03%
28,524
-225
602
$1.67M 0.03%
84,000
-85,461
603
$1.66M 0.03%
+80,560
604
$1.66M 0.03%
14,177
-34,507
605
$1.66M 0.03%
+70,704
606
$1.65M 0.03%
26,906
-3,675
607
$1.65M 0.03%
70,409
+16,362
608
$1.65M 0.03%
+46,088
609
$1.65M 0.03%
30,281
-246,624
610
$1.64M 0.03%
32,958
+4,398
611
$1.64M 0.03%
+23,264
612
$1.63M 0.03%
3,353
+863
613
$1.63M 0.03%
+69,028
614
$1.62M 0.03%
62,637
+13,261
615
$1.62M 0.03%
9,768
+2,406
616
$1.62M 0.03%
31,666
+6,075
617
$1.61M 0.03%
18,895
+2,603
618
$1.61M 0.03%
54,979
+6,258
619
$1.6M 0.03%
25,943
+1,094
620
$1.6M 0.03%
87,248
-11,199
621
$1.6M 0.03%
19,314
-28
622
$1.6M 0.03%
+3,726
623
$1.6M 0.03%
+11,484
624
$1.59M 0.03%
30,058
+6,572
625
$1.58M 0.03%
44,808
+6,958
23 24
25
26 27