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
201
$6.52M 0.12%
7,953
+295
202
$6.48M 0.12%
39,319
-4,642
203
$6.47M 0.12%
28,585
+6,809
204
$6.47M 0.12%
33,305
+188
205
$6.45M 0.12%
116,786
+10,876
206
$6.41M 0.12%
66,414
+1,785
207
$6.35M 0.12%
43,886
+14,540
208
$6.33M 0.12%
78,924
+4,917
209
$6.24M 0.12%
166,921
+125,970
210
$6.23M 0.12%
27,723
+1,459
211
$6.15M 0.12%
29,136
+3,060
212
$6.14M 0.12%
24,023
+300
213
$6.13M 0.12%
8,901
+278
214
$6.1M 0.12%
43,726
-2,890
215
$6.06M 0.11%
2,465
-77
216
$6.04M 0.11%
18,453
+28
217
$5.99M 0.11%
52,956
-292
218
$5.95M 0.11%
14,343
+78
219
$5.94M 0.11%
77,487
+952
220
$5.87M 0.11%
107,985
+4,770
221
$5.87M 0.11%
28,679
+22,149
222
$5.85M 0.11%
50,872
+41,707
223
$5.85M 0.11%
31,949
+4,794
224
$5.8M 0.11%
2,189
+169
225
$5.79M 0.11%
13,142
+70
7 8
9
10 11