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
776
$1.08M 0.02%
+23,160
777
$1.08M 0.02%
+56,934
778
$1.08M 0.02%
+17,694
779
$1.07M 0.02%
7,952
-886
780
$1.07M 0.02%
+19,360
781
$1.07M 0.02%
6,080
+164
782
$1.06M 0.02%
13,074
-141
783
$1.05M 0.02%
37,653
-1,592
784
$1.05M 0.02%
+40,599
785
$1.05M 0.02%
+8,881
786
$1.05M 0.02%
3,452
-76
787
$1.05M 0.02%
29,721
-2,923
788
$1.05M 0.02%
+27,828
789
$1.04M 0.02%
30,036
+1,676
790
$1.04M 0.02%
8,577
+375
791
$1.04M 0.02%
+42,077
792
$1.04M 0.02%
5,560
-1,436
793
$1.04M 0.02%
+30,466
794
$1.03M 0.02%
+24,125
795
$1.03M 0.02%
46,185
-27,266
796
$1.03M 0.02%
+4,865
797
$1.03M 0.02%
6,312
-1,279
798
$1.03M 0.02%
4,981
-675
799
$1.03M 0.02%
+9,070
800
$1.02M 0.02%
+3,757
30 31
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