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
676
$1.39M 0.03%
25,416
+8,735
677
$1.39M 0.03%
+57,768
678
$1.39M 0.03%
11,507
-101
679
$1.38M 0.03%
+22,907
680
$1.38M 0.03%
18,725
+3,201
681
$1.38M 0.03%
3,487
+662
682
$1.38M 0.03%
16,306
+2,257
683
$1.37M 0.03%
+31,725
684
$1.37M 0.03%
13,474
-11,301
685
$1.36M 0.03%
+56,388
686
$1.35M 0.03%
+52,600
687
$1.34M 0.03%
34,214
-12,934
688
$1.34M 0.03%
+17,856
689
$1.33M 0.03%
+17,996
690
$1.33M 0.03%
33,213
+4,550
691
$1.33M 0.03%
12,712
+2,547
692
$1.33M 0.03%
+22,782
693
$1.33M 0.03%
32,699
-9,954
694
$1.33M 0.03%
+43,013
695
$1.32M 0.03%
15,319
+657
696
$1.32M 0.03%
28,004
-19,804
697
$1.32M 0.03%
+69,178
698
$1.32M 0.02%
32,444
+1,509
699
$1.31M 0.02%
+14,850
700
$1.31M 0.02%
2,339
+130
26 27
28
29 30