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
$2.26B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$146M
3
+$69.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$66.8M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$45.1M

Top Sells

1
+$78.6M
2
+$70.5M
3
+$39.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$38.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$32.2M

Sector Composition

1 Technology 5.38%
2 Healthcare 4.07%
3 Financials 3.48%
4 Consumer Discretionary 2.96%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.06%
19,080
+1,203
227
$1.43M 0.06%
40,092
+2,120
228
$1.42M 0.06%
30,584
+26,876
229
$1.42M 0.06%
27,755
+6,770
230
$1.42M 0.06%
28,141
-13,690
231
$1.41M 0.06%
+16,732
232
$1.41M 0.06%
141,474
-1,860
233
$1.4M 0.06%
52,320
-15,310
234
$1.39M 0.06%
28,222
-32,019
235
$1.39M 0.06%
16,170
+3,806
236
$1.39M 0.06%
23,586
+6,194
237
$1.39M 0.06%
55,951
+22,616
238
$1.39M 0.06%
26,639
-26,625
239
$1.38M 0.06%
10,006
+45
240
$1.36M 0.06%
30,361
+569
241
$1.35M 0.06%
+18,102
242
$1.35M 0.06%
8,460
+1,734
243
$1.35M 0.06%
21,033
-2,486
244
$1.35M 0.06%
10,071
+140
245
$1.34M 0.06%
13,721
-933
246
$1.34M 0.06%
14,047
-638
247
$1.33M 0.06%
18,306
-17,285
248
$1.32M 0.06%
44,797
+7,811
249
$1.32M 0.06%
16,836
+4,743
250
$1.3M 0.06%
45,404
+20,268
8 9
10
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