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
326
$904K 0.04%
5,457
-625
327
$903K 0.04%
2,300
-2,068
328
$903K 0.04%
7,773
+149
329
$900K 0.04%
16,722
-714
330
$900K 0.04%
27,506
-3,962
331
$900K 0.04%
42,728
-2,452
332
$892K 0.04%
22,554
-178
333
$891K 0.04%
31,949
+9,657
334
$889K 0.04%
19,444
-5,749
335
$889K 0.04%
9,664
+1,738
336
$886K 0.04%
33,629
-11,072
337
$884K 0.04%
10,875
+1,214
338
$880K 0.04%
52,065
+7,500
339
$877K 0.04%
36,136
+12,752
340
$867K 0.04%
7,613
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341
$850K 0.04%
10,341
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342
$849K 0.04%
25,536
-33,336
343
$842K 0.04%
9,209
+64
344
$839K 0.04%
+72,288
345
$835K 0.04%
7,088
-8,334
346
$834K 0.04%
16,020
-4,127
347
$834K 0.04%
13,592
-25,344
348
$833K 0.04%
24,301
-230
349
$830K 0.04%
13,587
+7,553
350
$830K 0.04%
41,059
+291
12 13
14
15 16