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
751
$1.69M 0.02%
32,009
+27,716
752
$1.69M 0.02%
31,286
+262
753
$1.68M 0.02%
25,166
+417
754
$1.68M 0.02%
86,152
+21,393
755
$1.68M 0.02%
36,514
+4,069
756
$1.67M 0.02%
134,136
+9,238
757
$1.67M 0.02%
48,054
-448
758
$1.67M 0.02%
9,580
-11,151
759
$1.66M 0.02%
50,873
-10,975
760
$1.66M 0.02%
8,890
-3,687
761
$1.66M 0.02%
40,407
+25,585
762
$1.66M 0.02%
13,038
-1,228
763
$1.65M 0.02%
118,446
+6,916
764
$1.64M 0.02%
72,433
-52,193
765
$1.63M 0.02%
15,782
+12,298
766
$1.63M 0.02%
103,361
+7,761
767
$1.63M 0.02%
6,616
+694
768
$1.63M 0.02%
14,285
-4,050
769
$1.63M 0.02%
8,836
-185
770
$1.62M 0.02%
12,810
+7,662
771
$1.62M 0.02%
7,979
+1,605
772
$1.62M 0.02%
19,229
+1,176
773
$1.61M 0.02%
23,921
+658
774
$1.61M 0.02%
4,524
+781
775
$1.6M 0.02%
2,606
-43
29 30
31
32 33