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
$981M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$7.08M
3
+$7.02M
4
IYH icon
iShares US Healthcare ETF
IYH
+$6.82M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$6.28M

Top Sells

1
+$18.7M
2
+$17M
3
+$16.7M
4
BSCE
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
+$11.3M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$10.5M

Sector Composition

1 Technology 3.59%
2 Healthcare 3.52%
3 Energy 3.31%
4 Consumer Staples 2.81%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.15%
39,416
+10,748
127
$1.45M 0.15%
+50,399
128
$1.45M 0.15%
+158,431
129
$1.44M 0.15%
46,468
+7,610
130
$1.43M 0.15%
40,438
-176
131
$1.41M 0.14%
11,385
-2,999
132
$1.41M 0.14%
28,334
+1,905
133
$1.41M 0.14%
31,568
+5,964
134
$1.38M 0.14%
35,648
+4,908
135
$1.36M 0.14%
+25,067
136
$1.35M 0.14%
25,005
+1,668
137
$1.35M 0.14%
29,063
+12,140
138
$1.33M 0.14%
129,956
+32,520
139
$1.33M 0.14%
25,637
+4,786
140
$1.32M 0.13%
14,494
+1,770
141
$1.3M 0.13%
12,769
-3,699
142
$1.3M 0.13%
18,308
+1,091
143
$1.29M 0.13%
30,184
+1,266
144
$1.29M 0.13%
82,596
+5,181
145
$1.28M 0.13%
49,754
-5,603
146
$1.25M 0.13%
15,580
-167
147
$1.23M 0.13%
14,450
+1,130
148
$1.22M 0.12%
23,415
+1,635
149
$1.21M 0.12%
43,053
+1,102
150
$1.16M 0.12%
21,461
-2,446
4 5
6
7 8