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
201
$887K 0.09%
34,154
-704
202
$885K 0.09%
23,438
-2,303
203
$877K 0.09%
50,268
+15,621
204
$868K 0.09%
7,291
-150
205
$866K 0.09%
16,406
-2,379
206
$856K 0.09%
31,663
+12,815
207
$836K 0.08%
9,890
+2,102
208
$830K 0.08%
+2,477
209
$829K 0.08%
17,257
-5,078
210
$828K 0.08%
9,858
-2,488
211
$822K 0.08%
6,025
-154
212
$805K 0.08%
10,688
+785
213
$804K 0.08%
7,046
+7
214
$794K 0.08%
9,548
-1,363
215
$783K 0.08%
2,473
-281
216
$770K 0.08%
15,975
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217
$764K 0.08%
21,437
-5,346
218
$763K 0.08%
16,923
+9,448
219
$758K 0.08%
17,228
+2,688
220
$755K 0.08%
8,979
-327
221
$747K 0.07%
+29,566
222
$745K 0.07%
8,550
+79
223
$740K 0.07%
6,443
-372
224
$726K 0.07%
27,687
-378
225
$725K 0.07%
+12,572
7 8
9
10 11