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
1276
$552K 0.01%
8,145
+1,202
1277
$552K 0.01%
16,072
+4,875
1278
$551K 0.01%
5,543
-754
1279
$550K 0.01%
4,888
-1,452
1280
$548K 0.01%
10,907
-4,766
1281
$547K 0.01%
8,899
+1,712
1282
$546K 0.01%
7,468
+725
1283
$546K 0.01%
+42,877
1284
$545K 0.01%
3,837
-149
1285
$545K 0.01%
8,839
+1,218
1286
$543K 0.01%
96,991
+17,519
1287
$543K 0.01%
4,019
-150
1288
$542K 0.01%
10,901
-1,700
1289
$540K 0.01%
2,774
+450
1290
$537K 0.01%
11,785
+1,134
1291
$536K 0.01%
8,321
+989
1292
$535K 0.01%
6,988
-5,294
1293
$533K 0.01%
5,140
+800
1294
$533K 0.01%
39,335
-1,562
1295
$532K 0.01%
8,383
-849
1296
$530K 0.01%
24,843
+4,864
1297
$528K 0.01%
23,953
-6,903
1298
$526K 0.01%
20,172
+814
1299
$526K 0.01%
13,569
-9,347
1300
$526K 0.01%
5,497
+293
50 51
52
53 54