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
751
$1.16M 0.02%
+10,808
752
$1.16M 0.02%
85,557
+5,596
753
$1.16M 0.02%
3,631
-105
754
$1.16M 0.02%
92,502
-38,120
755
$1.16M 0.02%
25,029
-848
756
$1.15M 0.02%
64,396
+3,044
757
$1.15M 0.02%
12,480
-791
758
$1.14M 0.02%
+30,009
759
$1.14M 0.02%
+16,410
760
$1.13M 0.02%
64,729
+3,629
761
$1.13M 0.02%
15,997
+1,437
762
$1.12M 0.02%
9,992
+1,224
763
$1.12M 0.02%
+71,193
764
$1.12M 0.02%
31,923
+48
765
$1.11M 0.02%
31,892
-788
766
$1.11M 0.02%
+21,805
767
$1.1M 0.02%
4,766
-365
768
$1.1M 0.02%
6,127
-1,475
769
$1.1M 0.02%
+21,660
770
$1.1M 0.02%
54,522
-21,477
771
$1.09M 0.02%
+41,561
772
$1.09M 0.02%
39,312
-970
773
$1.09M 0.02%
+11,382
774
$1.08M 0.02%
20,495
+82
775
$1.08M 0.02%
7,823
+829
29 30
31
32 33