AI
Atria Investments Portfolio holdings
AUM
$8.47B
1-Year Return
17.45%
This Quarter Return
-5.22%
1 Year Return
+17.45%
3 Year Return
+62.94%
5 Year Return
+103.24%
10 Year Return
+229.32%
AUM
$723M
AUM Growth
-$128M
(-15%)
Cap. Flow
-$77.3M
Cap. Flow
% of AUM
-10.68%
Top 10 Holdings %
Top 10 Hldgs %
48.14%
Holding
425
New
31
Increased
129
Reduced
178
Closed
83
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$12.6M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$12M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$10.5M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$9.47M |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$8.27M |
Sector Composition
| 1 | Healthcare | 3.73% |
| 2 | Technology | 2.73% |
| 3 | Consumer Staples | 2.41% |
| 4 | Financials | 2.38% |
| 5 | Communication Services | 1.93% |
