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
$2.07B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$16.5M
3
+$12M
4
ONEO icon
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
+$11M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.1M

Top Sells

1
+$26M
2
+$15.4M
3
+$14.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.3M

Sector Composition

1 Technology 5.7%
2 Financials 4.98%
3 Healthcare 4.56%
4 Industrials 3.71%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$207K 0.01%
+1,186
802
$207K 0.01%
+177
803
$207K 0.01%
7,887
-495
804
$207K 0.01%
+2,552
805
$206K 0.01%
+6,282
806
$206K 0.01%
+4,135
807
$205K 0.01%
64,852
+16,264
808
$205K 0.01%
1,895
+53
809
$205K 0.01%
+2,804
810
$204K 0.01%
4,618
+178
811
$204K 0.01%
+2,133
812
$204K 0.01%
+3,465
813
$204K 0.01%
+5,972
814
$204K 0.01%
12,998
+3,049
815
$204K 0.01%
+9,207
816
$203K 0.01%
6,089
-50
817
$203K 0.01%
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818
$202K 0.01%
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819
$202K 0.01%
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820
$202K 0.01%
+1,351
821
$202K 0.01%
6,435
+613
822
$202K 0.01%
+9,313
823
$201K 0.01%
+3,035
824
$201K 0.01%
+6,600
825
$201K 0.01%
1,178
-11
31 32
33
34 35