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
326
$376K 0.04%
8,625
+22
327
$376K 0.04%
7,429
-251,024
328
$372K 0.04%
6,371
+1,003
329
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17,886
+3,882
330
$367K 0.04%
10,114
-10,678
331
$366K 0.04%
3,816
+126
332
$361K 0.04%
5,581
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333
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+188
334
$351K 0.04%
10,224
+2,030
335
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4,367
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336
$346K 0.04%
18,606
-1,397
337
$344K 0.04%
15,080
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338
$342K 0.04%
31,160
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339
$341K 0.04%
7,475
+1,335
340
$340K 0.04%
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341
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342
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-507
343
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344
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13,052
-5,000
345
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+4,889
346
$332K 0.03%
5,916
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347
$330K 0.03%
21,392
+4,828
348
$324K 0.03%
8,333
-716
349
$320K 0.03%
+9,562
350
$320K 0.03%
10,066
-313
12 13
14
15 16