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
$8.04B
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,029
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.7M
3
+$13.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$13.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$10.9M

Sector Composition

1 Technology 14.14%
2 Financials 9.13%
3 Consumer Discretionary 6.11%
4 Healthcare 5.8%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-10,923
1952
– –
-9,597
1953
– –
-5,600
1954
– –
-3,008
1955
– –
-6,161
1956
– –
-7,040
1957
– –
-6,793
1958
– –
-7,919
1959
– –
-10,828
1960
– –
-6,772
1961
– –
-8,709
1962
– –
-3,420
1963
– –
-8,798
1964
– –
-2,897
1965
– –
-18,837
1966
– –
-11,110
1967
– –
-3,339
1968
– –
-7,706
1969
– –
-19,909
1970
– –
-4,451
1971
– –
-5,161
1972
– –
-7,354
1973
– –
-3,587
1974
– –
-20,752
1975
– –
-4,037
77 78
79
80 81