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
51
$20.4M 0.39%
69,077
+2,871
52
$19.8M 0.37%
34,312
+936
53
$19.7M 0.37%
101,730
+2,334
54
$19.7M 0.37%
107,995
+411
55
$19.6M 0.37%
316,475
+281,361
56
$19.5M 0.37%
105,019
+1,609
57
$19.4M 0.37%
214,001
-278,752
58
$18.5M 0.35%
48,010
+2,323
59
$17.8M 0.34%
87,344
-29,957
60
$17.7M 0.34%
88,604
+25,330
61
$17.7M 0.34%
63,308
+6,909
62
$17.5M 0.33%
188,493
+4,461
63
$17.3M 0.33%
60,623
+5,589
64
$17.1M 0.32%
495,150
+58,500
65
$17M 0.32%
154,881
+3,258
66
$16.8M 0.32%
83,859
+2,615
67
$16.7M 0.32%
+620,047
68
$16.1M 0.31%
425,765
+27,727
69
$16.1M 0.31%
328,068
+38,199
70
$16M 0.3%
327,162
+2,122
71
$15.9M 0.3%
123,166
-8,508
72
$15.9M 0.3%
680,686
+75,257
73
$15.8M 0.3%
76,235
+36,994
74
$15.8M 0.3%
104,657
+2,136
75
$15M 0.28%
242,584
-3,718
1 2
3
4 5