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
701
$1.31M 0.02%
+13,367
702
$1.31M 0.02%
17,302
-129,319
703
$1.3M 0.02%
12,374
-2,422
704
$1.3M 0.02%
12,213
-450
705
$1.3M 0.02%
+28,910
706
$1.3M 0.02%
12,385
+200
707
$1.3M 0.02%
26,016
+627
708
$1.3M 0.02%
+25,630
709
$1.3M 0.02%
+29,238
710
$1.3M 0.02%
26,791
+1,562
711
$1.29M 0.02%
6,587
-3,087
712
$1.28M 0.02%
20,738
+1,935
713
$1.28M 0.02%
+59,801
714
$1.27M 0.02%
18,227
-18,242
715
$1.27M 0.02%
+10,736
716
$1.27M 0.02%
24,436
+1,161
717
$1.26M 0.02%
18,847
-14,454
718
$1.26M 0.02%
14,692
+1,618
719
$1.25M 0.02%
+13,155
720
$1.25M 0.02%
55,194
-86,094
721
$1.25M 0.02%
8,858
+954
722
$1.25M 0.02%
17,945
-14,192
723
$1.24M 0.02%
9,381
-1,519
724
$1.23M 0.02%
+22,311
725
$1.23M 0.02%
+19,438
27 28
29
30 31