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
$1B
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$9.68M
3
+$5.25M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.17M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.93M

Top Sells

1
+$22.9M
2
+$13.9M
3
+$13.9M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.21M
5
IYW icon
iShares US Technology ETF
IYW
+$5.07M

Sector Composition

1 Healthcare 3.24%
2 Technology 2.99%
3 Consumer Staples 2.89%
4 Energy 2.65%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.44M 0.14%
55,357
-6,586
127
$1.42M 0.14%
15,892
+3,920
128
$1.39M 0.14%
+33,262
129
$1.36M 0.14%
6,740
+731
130
$1.36M 0.14%
33,108
+11,974
131
$1.36M 0.14%
35,368
-1,216
132
$1.33M 0.13%
26,666
-9,857
133
$1.31M 0.13%
38,858
+11,854
134
$1.29M 0.13%
18,077
+1,057
135
$1.29M 0.13%
17,217
+2,009
136
$1.29M 0.13%
18,280
+236
137
$1.29M 0.13%
72,095
+18,115
138
$1.28M 0.13%
+25,831
139
$1.27M 0.13%
77,704
+24,362
140
$1.27M 0.13%
44,741
+13,762
141
$1.27M 0.13%
+15,098
142
$1.27M 0.13%
40,614
+12,513
143
$1.26M 0.13%
149,101
+47,808
144
$1.26M 0.13%
28,668
+9,373
145
$1.24M 0.12%
28,276
+760
146
$1.24M 0.12%
26,784
+8,332
147
$1.24M 0.12%
25,604
+8,631
148
$1.22M 0.12%
45,702
+14,912
149
$1.22M 0.12%
28,918
+444
150
$1.21M 0.12%
23,907
+1,307
4 5
6
7 8