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
1251
$578K 0.01%
33,349
+1,686
1252
$577K 0.01%
22,633
-20,550
1253
$575K 0.01%
9,763
-5,080
1254
$574K 0.01%
16,101
+5,377
1255
$574K 0.01%
22,299
+186
1256
$573K 0.01%
5,063
+630
1257
$572K 0.01%
2,698
+158
1258
$571K 0.01%
9,124
+298
1259
$570K 0.01%
39,317
-12,755
1260
$569K 0.01%
270
-9
1261
$569K 0.01%
8,281
+4,372
1262
$568K 0.01%
6,625
-44
1263
$568K 0.01%
19,768
+2,912
1264
$567K 0.01%
+8,344
1265
$566K 0.01%
7,559
-8,368
1266
$566K 0.01%
+10,046
1267
$566K 0.01%
27,845
-50
1268
$563K 0.01%
3,587
-172
1269
$560K 0.01%
13,709
-1,080
1270
$559K 0.01%
17,274
+5,245
1271
$558K 0.01%
3,905
-947
1272
$555K 0.01%
23,756
+180
1273
$555K 0.01%
7,353
-7,429
1274
$555K 0.01%
1,851
-244
1275
$554K 0.01%
38,575
+5,527
49 50
51
52 53