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
651
$1.48M 0.03%
+14,111
652
$1.48M 0.03%
39,170
-6,819
653
$1.47M 0.03%
10,600
+364
654
$1.47M 0.03%
+6,318
655
$1.47M 0.03%
55,062
+2,581
656
$1.47M 0.03%
15,999
+509
657
$1.47M 0.03%
32,327
+223
658
$1.46M 0.03%
7,398
+925
659
$1.45M 0.03%
51,311
-5,167
660
$1.45M 0.03%
950
-199
661
$1.45M 0.03%
9,537
-37,919
662
$1.45M 0.03%
38,208
-3,076
663
$1.45M 0.03%
+17,601
664
$1.45M 0.03%
23,847
+410
665
$1.44M 0.03%
+10,518
666
$1.44M 0.03%
20,641
-1,883
667
$1.43M 0.03%
10,754
-179
668
$1.42M 0.03%
14,889
+1,087
669
$1.42M 0.03%
14,414
-2,285
670
$1.41M 0.03%
11,416
-1,618
671
$1.41M 0.03%
51,555
-6,789
672
$1.4M 0.03%
17,392
+1,204
673
$1.4M 0.03%
40,732
+1,053
674
$1.39M 0.03%
68,943
-9,525
675
$1.39M 0.03%
43,207
+2,570
25 26
27
28 29