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
151
$8.67M 0.16%
240,456
-20,646
152
$8.66M 0.16%
171,243
+16,850
153
$8.65M 0.16%
18,820
+266
154
$8.62M 0.16%
447,498
+80,329
155
$8.53M 0.16%
111,914
+23,283
156
$8.52M 0.16%
122,487
+18,477
157
$8.47M 0.16%
345,396
-12,985
158
$8.21M 0.16%
1,058,249
-41,717
159
$8.17M 0.15%
161,264
+18,821
160
$8.14M 0.15%
36,450
+633
161
$8.06M 0.15%
90,805
-79,774
162
$8.04M 0.15%
166,905
+26,079
163
$7.91M 0.15%
106,507
-9,200
164
$7.9M 0.15%
156,922
-221,278
165
$7.73M 0.15%
39,212
-1,753
166
$7.71M 0.15%
48,190
+3,577
167
$7.7M 0.15%
60,601
+6,190
168
$7.7M 0.15%
92,925
+31,020
169
$7.62M 0.14%
40,768
+6,160
170
$7.6M 0.14%
249,885
-51,200
171
$7.58M 0.14%
33,247
-252
172
$7.58M 0.14%
122,335
-12,705
173
$7.57M 0.14%
101,291
-4,953
174
$7.51M 0.14%
89,487
+12,674
175
$7.44M 0.14%
109,922
+35,843
5 6
7
8 9