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
276
$5.16M 0.09%
65,081
-850
277
$5.16M 0.09%
264,538
+71,765
278
$5.14M 0.09%
170,593
+18,497
279
$5.12M 0.09%
65,653
+30,271
280
$5.12M 0.09%
23,616
-3
281
$5.08M 0.09%
51,790
-3,918
282
$5.08M 0.09%
13,868
+350
283
$5.08M 0.09%
46,040
+33,670
284
$5.05M 0.09%
39,520
+4,044
285
$5.01M 0.09%
159,780
+4,940
286
$5M 0.09%
441,631
-77,535
287
$4.98M 0.09%
196,905
-51,939
288
$4.92M 0.09%
209,195
+7,097
289
$4.9M 0.09%
+75,720
290
$4.83M 0.08%
2,058
+202
291
$4.79M 0.08%
+108,846
292
$4.78M 0.08%
64,557
+3,931
293
$4.77M 0.08%
122,867
+20,593
294
$4.75M 0.08%
38,530
+1,927
295
$4.74M 0.08%
28,646
+4,305
296
$4.71M 0.08%
77,831
-7,624
297
$4.71M 0.08%
162,960
-38,720
298
$4.69M 0.08%
14,070
+224
299
$4.68M 0.08%
34,773
+7,109
300
$4.64M 0.08%
152,906
+17,290
10 11
12
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