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
351
$316K 0.03%
15,702
+1,966
352
$316K 0.03%
3,009
-887
353
$316K 0.03%
9,856
-9,895
354
$311K 0.03%
8,683
+2,062
355
$311K 0.03%
20,277
-1,899
356
$310K 0.03%
5,619
+1,403
357
$310K 0.03%
9,402
-1,585
358
$308K 0.03%
3,115
-94
359
$308K 0.03%
7,998
-276
360
$307K 0.03%
3,145
-288
361
$306K 0.03%
+5,223
362
$305K 0.03%
2,645
-22
363
$303K 0.03%
6,235
-440
364
$303K 0.03%
15,251
+2,063
365
$302K 0.03%
9,503
+3,432
366
$302K 0.03%
4,200
-72
367
$301K 0.03%
+9,085
368
$301K 0.03%
4,480
-4,600
369
$300K 0.03%
7,159
+1,485
370
$299K 0.03%
3,584
-1,275
371
$299K 0.03%
4,742
-251
372
$296K 0.03%
5,764
-543
373
$293K 0.03%
+7,771
374
$291K 0.03%
13,943
+1,385
375
$285K 0.03%
10,696
+2,026
13 14
15
16 17