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
$5.71B
AUM Growth
+$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$39.7M
3
+$39M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.1M

Top Sells

1
+$23.9M
2
+$18.4M
3
+$16.6M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.6M
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$11.1M

Sector Composition

1 Technology 11.69%
2 Healthcare 7.35%
3 Financials 7.16%
4 Consumer Discretionary 5%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.57M 0.06%
72,875
+33,451
377
$3.57M 0.06%
102,050
-4,302
378
$3.56M 0.06%
35,669
-2,178
379
$3.54M 0.06%
29,566
+18,139
380
$3.53M 0.06%
14,610
-533
381
$3.53M 0.06%
214,052
+2,460
382
$3.52M 0.06%
19,939
+1,187
383
$3.51M 0.06%
+199,151
384
$3.51M 0.06%
51,880
+19,950
385
$3.5M 0.06%
21,105
-2,920
386
$3.5M 0.06%
97,304
-6,823
387
$3.49M 0.06%
30,584
+5,984
388
$3.45M 0.06%
13,781
-302
389
$3.45M 0.06%
40,321
+3,276
390
$3.44M 0.06%
29,066
+7,036
391
$3.39M 0.06%
9,855
-467
392
$3.39M 0.06%
129,135
-20,821
393
$3.37M 0.06%
33,952
-2,833
394
$3.35M 0.06%
46,431
+23,969
395
$3.35M 0.06%
37,339
+4,566
396
$3.34M 0.06%
52,347
+3,321
397
$3.34M 0.06%
15,002
+5,355
398
$3.32M 0.06%
21,956
-7,405
399
$3.3M 0.06%
47,640
+12,986
400
$3.3M 0.06%
20,824
+827
14 15
16
17 18