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
$8.04B
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,029
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.7M
3
+$13.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$13.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$10.9M

Sector Composition

1 Technology 14.14%
2 Financials 9.13%
3 Consumer Discretionary 6.11%
4 Healthcare 5.8%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$607K 0.01%
16,731
+892
1227
$607K 0.01%
6,713
-924
1228
$606K 0.01%
15,255
-412
1229
$605K 0.01%
24,421
-1,503
1230
$605K 0.01%
33,351
+223
1231
$603K 0.01%
7,845
-5,414
1232
$602K 0.01%
15,142
-2,117
1233
$602K 0.01%
15,992
-1,079
1234
$602K 0.01%
10,389
+5,745
1235
$602K 0.01%
4,817
+343
1236
$601K 0.01%
18,798
-7,061
1237
$599K 0.01%
1,483
-77
1238
$599K 0.01%
35,134
-721
1239
$596K 0.01%
5,868
+610
1240
$596K 0.01%
3,199
-55
1241
$596K 0.01%
5,171
-264
1242
$591K 0.01%
4,214
+199
1243
$591K 0.01%
+2,510
1244
$589K 0.01%
10,263
-3,526
1245
$587K 0.01%
33,110
-3,616
1246
$587K 0.01%
22,654
-3,876
1247
$582K 0.01%
1,898
+29
1248
$581K 0.01%
+16,043
1249
$581K 0.01%
+1,602
1250
$580K 0.01%
8,595
-1,041
48 49
50
51 52