AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$9.68M
3
+$5.25M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.17M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.93M

Top Sells

1
+$22.9M
2
+$13.9M
3
+$13.9M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$5.21M
5
IYW icon
iShares US Technology ETF
IYW
+$5.07M

Sector Composition

1 Healthcare 3.24%
2 Technology 2.99%
3 Consumer Staples 2.89%
4 Energy 2.65%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.23M 0.22%
219,824
+34,720
77
$2.22M 0.22%
55,495
+8,405
78
$2.22M 0.22%
+105,084
79
$2.21M 0.22%
+172,000
80
$2.2M 0.22%
25,234
+982
81
$2.18M 0.22%
27,302
+21,990
82
$2.14M 0.21%
8,771
-122
83
$2.1M 0.21%
+103,361
84
$2.1M 0.21%
+51,828
85
$2.09M 0.21%
55,891
-18,392
86
$2.08M 0.21%
+110,333
87
$2.07M 0.21%
29,180
+6,720
88
$2.05M 0.2%
64,932
+16,764
89
$2.05M 0.2%
160,982
+20,792
90
$2.05M 0.2%
+12,180
91
$2.03M 0.2%
27,771
+5,001
92
$2.01M 0.2%
16,504
-1,252
93
$2M 0.2%
+84,970
94
$1.99M 0.2%
22,048
+1,376
95
$1.98M 0.2%
+17,919
96
$1.94M 0.19%
989
+288
97
$1.94M 0.19%
+41,084
98
$1.94M 0.19%
38,148
+23,430
99
$1.93M 0.19%
14,384
+45
100
$1.92M 0.19%
34,252
+6,575
2 3
4
5 6