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
301
$998K 0.04%
8,537
+2,705
302
$994K 0.04%
3,796
-635
303
$992K 0.04%
8,102
+2,564
304
$991K 0.04%
34,605
-5,744
305
$990K 0.04%
31,844
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306
$987K 0.04%
16,732
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307
$986K 0.04%
23,738
-2,485
308
$985K 0.04%
14,188
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309
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+17,568
310
$982K 0.04%
10,873
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311
$978K 0.04%
12,035
-10,231
312
$976K 0.04%
13,020
-22,388
313
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7,546
+990
314
$971K 0.04%
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315
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13,526
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317
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26,380
-16,510
318
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6,559
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319
$944K 0.04%
36,468
+16,380
320
$943K 0.04%
9,184
+2,100
321
$931K 0.04%
22,672
-50,400
322
$929K 0.04%
34,840
-57,835
323
$924K 0.04%
5,259
-287
324
$919K 0.04%
9,268
+2,262
325
$910K 0.04%
12,229
-2,384
11 12
13
14 15