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
$5.28B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$29.5M
3
+$25M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$20.6M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$18.9M

Top Sells

1
+$35.8M
2
+$25.4M
3
+$25.2M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$22.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$20.7M

Sector Composition

1 Technology 12.19%
2 Healthcare 7.51%
3 Financials 7%
4 Consumer Discretionary 5.61%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10M 0.19%
85,291
+14,840
127
$9.94M 0.19%
335,490
+64,277
128
$9.88M 0.19%
59,659
-2,294
129
$9.86M 0.19%
96,960
-5,194
130
$9.84M 0.19%
14,462
+1,281
131
$9.78M 0.19%
23,705
+1,511
132
$9.77M 0.19%
48,551
-410
133
$9.72M 0.18%
56,721
+3,657
134
$9.65M 0.18%
119,634
+18,672
135
$9.62M 0.18%
+308,179
136
$9.57M 0.18%
20,258
+318
137
$9.52M 0.18%
20,611
-889
138
$9.52M 0.18%
41,580
+1,257
139
$9.47M 0.18%
72,245
-43
140
$9.38M 0.18%
75,173
+16,424
141
$9.38M 0.18%
121,670
-20,692
142
$9.31M 0.18%
65,076
+5,468
143
$9.28M 0.18%
41,733
-305
144
$9.24M 0.18%
531,242
-306,112
145
$9.24M 0.17%
43,922
+1,329
146
$9.21M 0.17%
20,660
+3,899
147
$9.11M 0.17%
25,624
+3,273
148
$8.97M 0.17%
37,099
-3,826
149
$8.95M 0.17%
198,716
+100,813
150
$8.8M 0.17%
187,757
+12,637
4 5
6
7 8