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
626
$1.58M 0.03%
27,858
-3,000
627
$1.57M 0.03%
22,952
+2,895
628
$1.57M 0.03%
+29,080
629
$1.57M 0.03%
+38,126
630
$1.57M 0.03%
85,656
+16,888
631
$1.56M 0.03%
2,123
+297
632
$1.56M 0.03%
23,502
+2,265
633
$1.56M 0.03%
28,254
+1,889
634
$1.56M 0.03%
34,413
-7,244
635
$1.56M 0.03%
+23,436
636
$1.55M 0.03%
12,444
+1,083
637
$1.55M 0.03%
39,615
+4,131
638
$1.55M 0.03%
20,459
+314
639
$1.55M 0.03%
30,897
+3,802
640
$1.55M 0.03%
21,222
+2,643
641
$1.54M 0.03%
6,115
+274
642
$1.54M 0.03%
+6,083
643
$1.53M 0.03%
133,508
+14,671
644
$1.53M 0.03%
16,800
-23,823
645
$1.53M 0.03%
70,779
-28,843
646
$1.52M 0.03%
+40,946
647
$1.52M 0.03%
22,216
+4,849
648
$1.49M 0.03%
59,991
-155,935
649
$1.49M 0.03%
233,731
+629
650
$1.49M 0.03%
38,174
+8,203
24 25
26
27 28