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
726
$1.23M 0.02%
+18,147
727
$1.23M 0.02%
+11,765
728
$1.23M 0.02%
14,707
+1,384
729
$1.22M 0.02%
23,899
-158
730
$1.22M 0.02%
13,965
-1,450
731
$1.22M 0.02%
14,391
+185
732
$1.22M 0.02%
24,590
-18,630
733
$1.21M 0.02%
29,000
-33
734
$1.21M 0.02%
55,569
+2,644
735
$1.21M 0.02%
+11,726
736
$1.2M 0.02%
+15,974
737
$1.2M 0.02%
+8,231
738
$1.2M 0.02%
+11,991
739
$1.2M 0.02%
+42,981
740
$1.19M 0.02%
27,895
-24,531
741
$1.19M 0.02%
+16,541
742
$1.18M 0.02%
14,097
-9,500
743
$1.18M 0.02%
21,459
-2,551
744
$1.18M 0.02%
+19,643
745
$1.17M 0.02%
+2,347
746
$1.17M 0.02%
4,001
+44
747
$1.17M 0.02%
94,123
-3,365
748
$1.17M 0.02%
+37,939
749
$1.17M 0.02%
10,752
+864
750
$1.17M 0.02%
+20,114
28 29
30
31 32