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

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
2026
-4,085
2027
-48,788
2028
-5,389
2029
-3,807