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
876
$1.23M 0.02%
57,449
+1,765
877
$1.23M 0.02%
24,506
-9,041
878
$1.22M 0.02%
14,547
+8,394
879
$1.22M 0.02%
30,137
-1,622
880
$1.22M 0.02%
13,149
+2,304
881
$1.22M 0.02%
3,068
-130
882
$1.21M 0.02%
27,104
-608
883
$1.21M 0.02%
49,188
+206
884
$1.21M 0.02%
5,058
-280
885
$1.21M 0.02%
55,163
+7,520
886
$1.21M 0.02%
+17,699
887
$1.21M 0.02%
7,623
-68
888
$1.21M 0.02%
9,606
+1,292
889
$1.21M 0.02%
19,143
+933
890
$1.2M 0.01%
12,955
-238
891
$1.2M 0.01%
18,008
-4,526
892
$1.19M 0.01%
5,687
-858
893
$1.19M 0.01%
32,379
-5,969
894
$1.19M 0.01%
23,326
+8,149
895
$1.19M 0.01%
36,257
-48,733
896
$1.18M 0.01%
11,010
+808
897
$1.18M 0.01%
17,850
+1,404
898
$1.18M 0.01%
9,675
-1,667
899
$1.18M 0.01%
42,733
+6,080
900
$1.17M 0.01%
9,968
-3,806
34 35
36
37 38