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
101
$11.9M 0.23%
62,172
+3,100
102
$11.9M 0.22%
290,618
+5,819
103
$11.7M 0.22%
40,855
+7,456
104
$11.5M 0.22%
156,208
+18,313
105
$11.5M 0.22%
165,448
+5,307
106
$11M 0.21%
109,816
+21,472
107
$10.9M 0.21%
380,685
+70,887
108
$10.8M 0.2%
16,068
-264
109
$10.7M 0.2%
108,978
+10,751
110
$10.7M 0.2%
107,576
-14,071
111
$10.6M 0.2%
152,877
+19,862
112
$10.5M 0.2%
22,590
+3,043
113
$10.5M 0.2%
251,704
-177,406
114
$10.5M 0.2%
211,335
-12,550
115
$10.4M 0.2%
112,309
+32,674
116
$10.4M 0.2%
258,870
+47,608
117
$10.3M 0.19%
190,547
+3,223
118
$10.2M 0.19%
331,428
+2,969
119
$10.2M 0.19%
80,241
+3,705
120
$10.2M 0.19%
40,073
+7,853
121
$10.2M 0.19%
202,904
+43,728
122
$10.2M 0.19%
29,540
+1,096
123
$10.1M 0.19%
88,399
+12,732
124
$10.1M 0.19%
44,118
+1,041
125
$10M 0.19%
60,342
+3,643
3 4
5
6 7