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
176
$1.08M 0.11%
+118,818
177
$1.07M 0.11%
9,631
+2,212
178
$1.06M 0.11%
20,829
-17,172
179
$1.05M 0.11%
12,836
+489
180
$1.05M 0.1%
11,422
-1,127
181
$1.04M 0.1%
12,573
-1,620
182
$1.04M 0.1%
20,851
-1,287
183
$1.04M 0.1%
30,348
184
$1.02M 0.1%
47,609
-12,867
185
$1.01M 0.1%
13,535
-1,899
186
$1M 0.1%
20,375
+1,826
187
$969K 0.1%
8,262
-701
188
$968K 0.1%
+19,318
189
$964K 0.1%
13,516
-537
190
$962K 0.1%
11,627
-415
191
$953K 0.09%
47,820
-10,240
192
$948K 0.09%
31,236
+12,036
193
$947K 0.09%
9,014
-544
194
$932K 0.09%
35,097
-908
195
$928K 0.09%
15,876
-1,139
196
$928K 0.09%
34,641
-19,004
197
$920K 0.09%
24,921
+551
198
$916K 0.09%
29,937
-14,538
199
$912K 0.09%
18,399
+689
200
$900K 0.09%
8,991
+709
6 7
8
9 10