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
301
$434K 0.05%
27,856
+8,152
302
$434K 0.05%
8,630
+2,598
303
$432K 0.04%
6,845
+2,328
304
$431K 0.04%
7,431
-424
305
$428K 0.04%
7,959
+2,472
306
$427K 0.04%
5,312
-370
307
$420K 0.04%
10,194
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308
$416K 0.04%
4,756
-91
309
$416K 0.04%
5,949
-9
310
$416K 0.04%
5,457
+1,416
311
$414K 0.04%
19,957
+3
312
$410K 0.04%
8,512
-949
313
$405K 0.04%
60,504
-10,956
314
$398K 0.04%
75,070
+15,414
315
$397K 0.04%
9,180
+1,610
316
$397K 0.04%
700
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317
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318
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5,728
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319
$391K 0.04%
4,184
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320
$389K 0.04%
8,916
-2,554
321
$388K 0.04%
3,002
+165
322
$383K 0.04%
10,611
+217
323
$383K 0.04%
4,019
-253
324
$379K 0.04%
5,338
-1,183
325
$377K 0.04%
10,390
+1,355
11 12
13
14 15