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
$8.04B
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,029
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.7M
3
+$13.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$13.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$10.9M

Sector Composition

1 Technology 14.14%
2 Financials 9.13%
3 Consumer Discretionary 6.11%
4 Healthcare 5.8%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.88M 0.02%
11,452
+7,049
702
$1.87M 0.02%
53,125
+5,312
703
$1.87M 0.02%
36,919
+2,593
704
$1.87M 0.02%
53,034
+4,922
705
$1.86M 0.02%
15,744
+2,934
706
$1.85M 0.02%
16,325
-365
707
$1.85M 0.02%
10,444
+862
708
$1.85M 0.02%
25,024
-173
709
$1.85M 0.02%
12,204
-2,953
710
$1.85M 0.02%
22,507
-11,148
711
$1.84M 0.02%
23,976
-1,043
712
$1.84M 0.02%
16,039
+4,342
713
$1.84M 0.02%
9,298
+256
714
$1.83M 0.02%
34,062
+26,727
715
$1.83M 0.02%
43,339
-4,015
716
$1.82M 0.02%
17,348
-3,098
717
$1.82M 0.02%
26,729
-14,037
718
$1.82M 0.02%
119,923
-14,453
719
$1.82M 0.02%
222
720
$1.81M 0.02%
33,146
+511
721
$1.81M 0.02%
44,771
+25,022
722
$1.81M 0.02%
36,815
-2,297
723
$1.8M 0.02%
43,109
-66,999
724
$1.79M 0.02%
13,422
+800
725
$1.79M 0.02%
15,026
+1,388
27 28
29
30 31