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
276
$1.13M 0.05%
11,083
-2,355
277
$1.11M 0.05%
12,891
-3,603
278
$1.11M 0.05%
13,038
+25
279
$1.11M 0.05%
18,758
+6,442
280
$1.1M 0.05%
41,502
-718
281
$1.09M 0.05%
9,713
+1,732
282
$1.08M 0.05%
12,148
+1,149
283
$1.08M 0.05%
16,976
+368
284
$1.07M 0.05%
8,251
+5,203
285
$1.07M 0.05%
8,178
+2,425
286
$1.07M 0.05%
21,037
-783
287
$1.07M 0.05%
65,056
-2,940
288
$1.06M 0.05%
21,084
-24,070
289
$1.06M 0.05%
+33,505
290
$1.04M 0.05%
40,376
+603
291
$1.04M 0.05%
8,915
-2,011
292
$1.03M 0.05%
11,464
+6,514
293
$1.03M 0.05%
9,620
-476
294
$1.03M 0.05%
39,579
-55,896
295
$1.02M 0.05%
6,414
+203
296
$1.01M 0.04%
16,166
-8,438
297
$1.01M 0.04%
6,850
+1,062
298
$1.01M 0.04%
23,220
-5,728
299
$1M 0.04%
+19,998
300
$999K 0.04%
15,862
+2,083
10 11
12
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