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
151
$1.21M 0.12%
13,320
-1,415
152
$1.2M 0.12%
51,883
+16,444
153
$1.2M 0.12%
15,747
+1,284
154
$1.2M 0.12%
97,436
+30,572
155
$1.2M 0.12%
26,429
+692
156
$1.2M 0.12%
77,415
-158
157
$1.19M 0.12%
21,755
-23,502
158
$1.19M 0.12%
29,514
+10,121
159
$1.19M 0.12%
38,504
+5,471
160
$1.19M 0.12%
18,750
-1,436
161
$1.19M 0.12%
33,366
+12,103
162
$1.18M 0.12%
9,941
+3,789
163
$1.17M 0.12%
10,064
-2,828
164
$1.17M 0.12%
10,032
+318
165
$1.16M 0.12%
12,724
-1,627
166
$1.16M 0.12%
21,780
+8,049
167
$1.16M 0.12%
29,496
-38
168
$1.15M 0.11%
30,740
+5,816
169
$1.15M 0.11%
30,223
-4
170
$1.14M 0.11%
34,381
+5,335
171
$1.13M 0.11%
41,951
+2,861
172
$1.13M 0.11%
27,276
-1,074
173
$1.13M 0.11%
16,032
+1,834
174
$1.11M 0.11%
23,337
+2,273
175
$1.1M 0.11%
21,711
+8,722
5 6
7
8 9