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
826
– –
-13,750
827
– –
-166,544
828
– –
-15,904
829
– –
-104,574
830
– –
-36,215
831
– –
-23,204
832
– –
-4,394
833
– –
-41,255
834
– –
-54,842
835
– –
-164,273
836
– –
-34,533
837
– –
-79,978
838
– –
-6,578
839
– –
-24,347
840
– –
-1,643,214
841
– –
-40,591
842
– –
-13,097
843
– –
-56,448
844
– –
-51,471
845
– –
-44,669
846
– –
-5,727
847
– –
-17,466
848
– –
-18,597
849
– –
-23,222
850
– –
-13,898
32 33
34
35 36