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
76
$15M 0.28%
122,400
+2,695
77
$15M 0.28%
150,541
-41,627
78
$14.7M 0.28%
313,096
+16,083
79
$14.4M 0.27%
42,012
-2,403
80
$14.4M 0.27%
148,117
+11,230
81
$14.3M 0.27%
197,062
+69,300
82
$14.3M 0.27%
187,966
-21,479
83
$14.1M 0.27%
152,395
+38,565
84
$13.9M 0.26%
133,566
-2,969
85
$13.7M 0.26%
560,748
+202,344
86
$13.3M 0.25%
341,703
+20,962
87
$13.2M 0.25%
98,596
+2,400
88
$13M 0.25%
394,307
-22,456
89
$12.8M 0.24%
25,842
+1,014
90
$12.8M 0.24%
61,417
+4,666
91
$12.6M 0.24%
75,448
+2,967
92
$12.5M 0.24%
124,069
+82,191
93
$12.4M 0.23%
122,362
+8,831
94
$12.3M 0.23%
116,769
+80,975
95
$12.3M 0.23%
64,944
+18,218
96
$12.2M 0.23%
153,144
-3,252
97
$12.1M 0.23%
247,431
+197,985
98
$12.1M 0.23%
147,120
+82,117
99
$12M 0.23%
+119,409
100
$11.9M 0.23%
55,975
+1,141
2 3
4
5 6