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
1351
$481K 0.01%
19,813
+772
1352
$481K 0.01%
2,084
+162
1353
$480K 0.01%
5,575
+359
1354
$480K 0.01%
7,342
+54
1355
$479K 0.01%
8,975
+539
1356
$479K 0.01%
2,611
+8
1357
$472K 0.01%
3,799
-10
1358
$471K 0.01%
6,840
+236
1359
$469K 0.01%
3,467
-55
1360
$468K 0.01%
11,003
+1,212
1361
$467K 0.01%
+2,856
1362
$467K 0.01%
2,800
-4,525
1363
$465K 0.01%
2,510
-50
1364
$465K 0.01%
3,139
-376
1365
$463K 0.01%
6,379
-2,639
1366
$462K 0.01%
9,822
+1,529
1367
$461K 0.01%
8,188
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1368
$455K 0.01%
3,813
+69
1369
$453K 0.01%
7,871
+26
1370
$452K 0.01%
4,124
-443
1371
$451K 0.01%
100,117
-29,719
1372
$451K 0.01%
3,314
+861
1373
$451K 0.01%
+12,031
1374
$449K 0.01%
+17,771
1375
$449K 0.01%
2,521
-413
53 54
55
56 57