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
1326
$502K 0.01%
2,355
-217
1327
$502K 0.01%
7,682
-630
1328
$502K 0.01%
10,332
-881
1329
$502K 0.01%
12,389
-265
1330
$499K 0.01%
2,714
+259
1331
$499K 0.01%
24,770
+1,294
1332
$498K 0.01%
7,655
+996
1333
$497K 0.01%
9,908
-1,096
1334
$497K 0.01%
9,143
+747
1335
$496K 0.01%
10,589
-2,278
1336
$493K 0.01%
8,016
+4,030
1337
$493K 0.01%
31,802
-2,549
1338
$492K 0.01%
8,407
+2,533
1339
$491K 0.01%
1,724
-225
1340
$489K 0.01%
7,955
+449
1341
$489K 0.01%
+4,520
1342
$486K 0.01%
7,114
-1,466
1343
$485K 0.01%
7,255
+227
1344
$484K 0.01%
2,782
-12
1345
$484K 0.01%
3,129
+395
1346
$484K 0.01%
1,994
-174
1347
$483K 0.01%
4,627
-683
1348
$482K 0.01%
10,078
-2,987
1349
$482K 0.01%
4,859
-36,299
1350
$482K 0.01%
2,106
+372
52 53
54
55 56