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
826
$1.41M 0.02%
37,478
+659
827
$1.4M 0.02%
48,421
-4,251
828
$1.4M 0.02%
15,659
+967
829
$1.4M 0.02%
11,674
-519
830
$1.39M 0.02%
54,494
+52
831
$1.39M 0.02%
+40,112
832
$1.38M 0.02%
39,909
+2,671
833
$1.38M 0.02%
81,175
-6,879
834
$1.37M 0.02%
11,382
+322
835
$1.37M 0.02%
9,366
-2,996
836
$1.37M 0.02%
83,497
+12,034
837
$1.36M 0.02%
10,926
+2,804
838
$1.36M 0.02%
83,544
-10,898
839
$1.35M 0.02%
7,878
-3,630
840
$1.35M 0.02%
17,379
+2,059
841
$1.34M 0.02%
14,846
-6,205
842
$1.34M 0.02%
27,889
+2,231
843
$1.34M 0.02%
3,499
-1,893
844
$1.34M 0.02%
18,537
-7,290
845
$1.33M 0.02%
3,064
+441
846
$1.33M 0.02%
141,437
-11,621
847
$1.33M 0.02%
12,205
-1,352
848
$1.33M 0.02%
19,793
-608
849
$1.32M 0.02%
10,277
-2,928
850
$1.32M 0.02%
65,615
+10,254
32 33
34
35 36