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
401
$3.29M 0.06%
25,043
+1,552
402
$3.28M 0.06%
27,433
-607
403
$3.26M 0.06%
31,647
-48,618
404
$3.25M 0.06%
13,361
+638
405
$3.24M 0.06%
60,622
+17,721
406
$3.23M 0.06%
63,842
-9,979
407
$3.2M 0.06%
38,810
-925
408
$3.2M 0.06%
11,699
+2,132
409
$3.18M 0.06%
33,006
+4,779
410
$3.17M 0.06%
122,194
+25,080
411
$3.13M 0.05%
90,330
+9,437
412
$3.11M 0.05%
69,442
+17,659
413
$3.11M 0.05%
49,506
+9,650
414
$3.1M 0.05%
35,876
+1,341
415
$3.09M 0.05%
22,253
+5,015
416
$3.08M 0.05%
23,480
-8,838
417
$3.06M 0.05%
33,864
+12,876
418
$3.06M 0.05%
13,298
+2,990
419
$3.06M 0.05%
+61,475
420
$3.04M 0.05%
45,329
-1,560
421
$3.04M 0.05%
40,785
-11,572
422
$3.03M 0.05%
23,128
+4,123
423
$3.03M 0.05%
13,709
+1,921
424
$3.02M 0.05%
10,635
-1,975
425
$3.02M 0.05%
89,905
+11,733
15 16
17
18 19