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
176
$7.39M 0.14%
67,392
+3,117
177
$7.25M 0.14%
92,587
+5,637
178
$7.2M 0.14%
72,086
+10,792
179
$7.15M 0.14%
201,474
+17,990
180
$7.13M 0.13%
194,276
+1,684
181
$7.11M 0.13%
92,595
-4,401
182
$7.06M 0.13%
73,017
-56,159
183
$7.04M 0.13%
38,885
+1,288
184
$7.04M 0.13%
147,295
-22,101
185
$7.03M 0.13%
+229,096
186
$6.99M 0.13%
79,526
+11,879
187
$6.95M 0.13%
137,588
-24,773
188
$6.93M 0.13%
185,306
+28,551
189
$6.92M 0.13%
69,476
+17,192
190
$6.88M 0.13%
93,278
-10,593
191
$6.85M 0.13%
20,383
+1,833
192
$6.82M 0.13%
37,057
+1,801
193
$6.8M 0.13%
42,825
-21,098
194
$6.76M 0.13%
129,086
+20,950
195
$6.75M 0.13%
58,914
-143
196
$6.72M 0.13%
21,323
-6,321
197
$6.71M 0.13%
76,455
+24,105
198
$6.68M 0.13%
80,558
-33,190
199
$6.67M 0.13%
268,355
-153,573
200
$6.58M 0.12%
123,074
-19,767
6 7
8
9 10