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
276
$512K 0.05%
27,428
+8,181
277
$508K 0.05%
8,142
+847
278
$506K 0.05%
4,494
+76
279
$506K 0.05%
18,500
+1,705
280
$502K 0.05%
6,509
+2,533
281
$497K 0.05%
24,445
-130
282
$494K 0.05%
17,258
-3,542
283
$491K 0.05%
18,848
+4,318
284
$486K 0.05%
22,225
+106
285
$484K 0.05%
21,741
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286
$483K 0.05%
+8,455
287
$481K 0.05%
7,635
-639
288
$479K 0.05%
21,193
+9
289
$478K 0.05%
22,589
+949
290
$477K 0.05%
9,845
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291
$473K 0.05%
15,272
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292
$473K 0.05%
43,092
-30
293
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7,209
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294
$459K 0.05%
3,600
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295
$458K 0.05%
8,322
-257
296
$453K 0.05%
4,977
+123
297
$449K 0.05%
22,677
+5,672
298
$448K 0.05%
9,508
+3,491
299
$442K 0.05%
11,500
+3,988
300
$441K 0.05%
31,948
-3,888
10 11
12
13 14