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
251
$588K 0.06%
+34,647
252
$588K 0.06%
27,310
+14,638
253
$587K 0.06%
+13,644
254
$584K 0.06%
+37,051
255
$578K 0.06%
35,383
+5,378
256
$571K 0.06%
24,325
-1,165
257
$568K 0.06%
9,394
+762
258
$565K 0.06%
7,445
+1,832
259
$563K 0.06%
39,374
+8,653
260
$562K 0.06%
3,552
+832
261
$560K 0.06%
14,540
-278
262
$559K 0.06%
11,520
-851
263
$554K 0.06%
13,788
+3,461
264
$553K 0.06%
16,676
-35
265
$551K 0.06%
+9,453
266
$543K 0.06%
1,885
-114
267
$538K 0.06%
6,375
-1,797
268
$534K 0.06%
7,875
+2,015
269
$533K 0.06%
16,794
+737
270
$532K 0.06%
+11,144
271
$529K 0.06%
523
-94
272
$528K 0.05%
33,040
-6,220
273
$528K 0.05%
+19,200
274
$521K 0.05%
+22,483
275
$520K 0.05%
7,701
-297
9 10
11
12 13