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
$981M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$7.08M
3
+$7.02M
4
IYH icon
iShares US Healthcare ETF
IYH
+$6.82M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$6.28M

Top Sells

1
+$18.7M
2
+$17M
3
+$16.7M
4
BSCE
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
+$11.3M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$10.5M

Sector Composition

1 Technology 3.59%
2 Healthcare 3.52%
3 Energy 3.31%
4 Consumer Staples 2.81%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.31M 0.24%
+28,343
77
$2.29M 0.23%
21,408
-839
78
$2.27M 0.23%
45,768
+13,898
79
$2.26M 0.23%
76,988
+23,513
80
$2.25M 0.23%
37,401
+15,646
81
$2.24M 0.23%
+37,202
82
$2.24M 0.23%
+25,778
83
$2.24M 0.23%
+118,615
84
$2.21M 0.22%
39,256
+5,004
85
$2.19M 0.22%
71,936
+6,421
86
$2.17M 0.22%
+100,757
87
$2.16M 0.22%
26,983
-319
88
$2.16M 0.22%
84,396
-6,396
89
$2.11M 0.21%
8,412
-359
90
$2.1M 0.21%
21,777
+3,085
91
$2.09M 0.21%
+16,685
92
$2.08M 0.21%
21,346
-702
93
$2.03M 0.21%
9,597
+1,630
94
$2.01M 0.2%
17,192
-4,094
95
$1.98M 0.2%
26,429
-298
96
$1.98M 0.2%
18,423
+3,325
97
$1.97M 0.2%
+35,006
98
$1.96M 0.2%
79,414
+250
99
$1.93M 0.2%
23,202
+19,545
100
$1.93M 0.2%
+36,333
2 3
4
5 6