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
$5.71B
AUM Growth
+$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$39.7M
3
+$39M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.1M

Top Sells

1
+$23.9M
2
+$18.4M
3
+$16.6M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.6M
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$11.1M

Sector Composition

1 Technology 11.69%
2 Healthcare 7.35%
3 Financials 7.16%
4 Consumer Discretionary 5%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.51M 0.1%
45,899
+8,808
252
$5.5M 0.1%
31,251
-31,222
253
$5.49M 0.1%
330,388
+3,382
254
$5.46M 0.1%
26,605
-12,962
255
$5.45M 0.1%
71,761
+12,378
256
$5.41M 0.09%
41,619
+9,490
257
$5.4M 0.09%
90,880
+15,694
258
$5.37M 0.09%
+51,184
259
$5.37M 0.09%
45,617
+4,925
260
$5.36M 0.09%
89,238
+26,661
261
$5.36M 0.09%
219,305
+28,289
262
$5.33M 0.09%
99,881
-8,011
263
$5.32M 0.09%
258,990
-55,620
264
$5.32M 0.09%
22,197
+2,654
265
$5.28M 0.09%
64,657
+14
266
$5.27M 0.09%
52,654
+19,386
267
$5.27M 0.09%
+163,486
268
$5.27M 0.09%
98,140
+29,880
269
$5.27M 0.09%
28,453
-4,871
270
$5.24M 0.09%
24,415
-9
271
$5.24M 0.09%
52,498
+25,062
272
$5.23M 0.09%
74,389
+21
273
$5.21M 0.09%
39,676
+1,984
274
$5.19M 0.09%
33,978
-4,822
275
$5.17M 0.09%
77,998
-1,210
9 10
11
12 13