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
851
– –
-9,268
852
– –
-14,332
853
– –
-42,781
854
– –
-523,494
855
– –
-4,067
856
– –
-10,188
857
– –
-126,206
858
– –
-5,461
859
– –
-11,493
860
– –
-23,050
861
– –
-40,924
862
– –
-63,409
863
– –
-14,362
864
– –
-19,732
865
– –
-4,429
866
– –
-570,658
867
– –
-46,369
868
– –
-4,080
869
– –
-25,252
870
– –
-263,789
871
– –
-24,261
872
– –
-26,879
873
– –
-9,006
874
– –
-16,044
875
– –
-19,438
32 33 34
35
36