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
101
$1.92M 0.19%
73,109
+17,454
102
$1.91M 0.19%
17,355
-1,188
103
$1.91M 0.19%
+29,301
104
$1.91M 0.19%
+191,688
105
$1.9M 0.19%
65,515
-2,188
106
$1.9M 0.19%
26,727
+20,703
107
$1.89M 0.19%
31,835
+7,208
108
$1.85M 0.18%
+143,924
109
$1.82M 0.18%
7,967
+785
110
$1.79M 0.18%
79,164
+3,084
111
$1.76M 0.18%
18,692
+3,064
112
$1.72M 0.17%
19,493
+5,013
113
$1.7M 0.17%
28,646
+7,162
114
$1.68M 0.17%
30,262
+8,204
115
$1.68M 0.17%
49,943
+7,908
116
$1.65M 0.16%
+249,564
117
$1.63M 0.16%
16,468
-2,805
118
$1.63M 0.16%
+34,093
119
$1.57M 0.16%
56,715
+8,180
120
$1.56M 0.16%
8,711
-687
121
$1.54M 0.15%
31,870
+3,150
122
$1.54M 0.15%
53,475
+5,159
123
$1.49M 0.15%
+30,675
124
$1.46M 0.15%
78,880
+23,390
125
$1.46M 0.15%
20,223
-2,077
3 4
5
6 7