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
251
$1.3M 0.06%
48,844
+4,290
252
$1.3M 0.06%
40,151
+6,005
253
$1.3M 0.06%
44,235
+6,364
254
$1.29M 0.06%
4,910
-913
255
$1.29M 0.06%
21,322
+5,881
256
$1.28M 0.06%
19,521
+2,661
257
$1.27M 0.06%
62,202
+3,124
258
$1.27M 0.06%
19,041
-28,938
259
$1.27M 0.06%
30,858
+4,443
260
$1.27M 0.06%
7,859
-2,992
261
$1.25M 0.06%
+20,136
262
$1.23M 0.05%
9,553
+731
263
$1.23M 0.05%
10,736
-2,435
264
$1.22M 0.05%
58,594
+27,751
265
$1.22M 0.05%
33,128
+6,575
266
$1.22M 0.05%
364,240
-453,400
267
$1.19M 0.05%
18,469
-2,416
268
$1.18M 0.05%
55,569
+18,676
269
$1.17M 0.05%
22,622
+15,924
270
$1.17M 0.05%
25,635
-2,411
271
$1.17M 0.05%
86,613
-37,711
272
$1.17M 0.05%
10,136
-270
273
$1.15M 0.05%
17,223
-2,590
274
$1.15M 0.05%
3,265
-714
275
$1.14M 0.05%
2,016
+272
9 10
11
12 13