AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
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
376
$284K 0.03%
4,666
+663
377
$283K 0.03%
4,188
-320
378
$281K 0.03%
+3,774
379
$278K 0.03%
6,756
+78
380
$277K 0.03%
2,806
+105
381
$275K 0.03%
4,114
+317
382
$274K 0.03%
2,947
+108
383
$274K 0.03%
18,698
-213
384
$272K 0.03%
12,472
+28
385
$271K 0.03%
+3,668
386
$271K 0.03%
+6,946
387
$265K 0.03%
2,435
-28,876
388
$265K 0.03%
1,167
+34
389
$263K 0.03%
8,180
-3,240
390
$259K 0.03%
+10,629
391
$259K 0.03%
2,866
+2
392
$258K 0.03%
4,406
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393
$257K 0.03%
2,300
+38
394
$254K 0.03%
3,124
-13
395
$250K 0.03%
4,175
-1,123
396
$248K 0.03%
24,197
+2,781
397
$248K 0.03%
2,672
-769
398
$247K 0.03%
1,457
-308
399
$246K 0.03%
5,605
+139
400
$242K 0.03%
25,032
-600
14 15
16
17 18