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
426
$209K 0.02%
3,675
+109
427
$209K 0.02%
+6,311
428
$208K 0.02%
3,956
-40
429
$208K 0.02%
2,825
-1,254
430
$206K 0.02%
+4,044
431
$205K 0.02%
2,984
-257
432
$204K 0.02%
5,575
-85
433
$203K 0.02%
+2,646
434
$203K 0.02%
+2,199
435
$202K 0.02%
+10,236
436
$202K 0.02%
44,950
437
$201K 0.02%
+5,584
438
$156K 0.02%
15,715
439
$138K 0.01%
+2,873
440
$138K 0.01%
3,550
441
$96K 0.01%
14,931
+840
442
$86K 0.01%
22,326
443
$42K ﹤0.01%
+1,023
444
– –
-17,955
445
– –
-2,470
446
– –
-11,751
447
– –
-2,657
448
– –
-12,558
449
– –
-8,367
450
– –
-2,111
16 17
18
19 20