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
$961M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$14M
3
+$8.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.95M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.32M

Top Sells

1
+$33.1M
2
+$12.7M
3
+$11.6M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Sector Composition

1 Consumer Staples 2.98%
2 Technology 2.9%
3 Healthcare 2.79%
4 Energy 2.66%
5 Financials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$702K 0.07%
+21,263
227
$698K 0.07%
6,152
+212
228
$695K 0.07%
18,011
-331
229
$692K 0.07%
28,065
+4,185
230
$686K 0.07%
18,728
+1,576
231
$670K 0.07%
+15,195
232
$665K 0.07%
6,284
+3,315
233
$649K 0.07%
9,878
+1,507
234
$644K 0.07%
7,702
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235
$640K 0.07%
13,414
+10,793
236
$638K 0.07%
5,715
-2,562
237
$635K 0.07%
13,731
+3,411
238
$631K 0.07%
12,989
+3,523
239
$626K 0.07%
8,471
+1,964
240
$625K 0.07%
27,342
-4,201
241
$623K 0.06%
20,895
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242
$618K 0.06%
17,262
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243
$610K 0.06%
7,705
-1,285
244
$600K 0.06%
7,788
-2,268
245
$597K 0.06%
+5,823
246
$595K 0.06%
55,990
+14,883
247
$594K 0.06%
4,952
+1,162
248
$592K 0.06%
10,475
+3,602
249
$590K 0.06%
10,969
+406
250
$589K 0.06%
7,800
-615
8 9
10
11 12