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
401
$242K 0.03%
6,592
-5,672
402
$239K 0.02%
+4,726
403
$237K 0.02%
3,394
-91
404
$237K 0.02%
+3,995
405
$236K 0.02%
7,524
-531
406
$234K 0.02%
3,824
-236
407
$233K 0.02%
5,676
-1,360
408
$232K 0.02%
12,010
409
$232K 0.02%
+2,867
410
$231K 0.02%
5,526
+252
411
$231K 0.02%
+8,202
412
$229K 0.02%
+3,577
413
$228K 0.02%
5,537
-467
414
$226K 0.02%
1,701
-44
415
$225K 0.02%
4,344
-1,015
416
$225K 0.02%
5,546
+1
417
$225K 0.02%
8,322
-4,206
418
$222K 0.02%
4,522
-1,633
419
$222K 0.02%
+5,354
420
$219K 0.02%
+2,800
421
$217K 0.02%
6,030
-664
422
$217K 0.02%
5,098
-707
423
$216K 0.02%
2,913
+15
424
$211K 0.02%
+7,451
425
$211K 0.02%
+3,210
15 16
17
18 19