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
426
$3.02M 0.05%
+31,661
427
$2.99M 0.05%
26,744
+1,978
428
$2.99M 0.05%
16,992
-7
429
$2.98M 0.05%
29,698
+11,281
430
$2.98M 0.05%
59,762
-14,657
431
$2.97M 0.05%
22,684
-3,542
432
$2.97M 0.05%
55,862
+3,628
433
$2.97M 0.05%
12,627
+2,297
434
$2.97M 0.05%
51,614
-1,315
435
$2.94M 0.05%
10,014
+1,015
436
$2.94M 0.05%
21,477
+8,660
437
$2.94M 0.05%
23,472
+1,935
438
$2.91M 0.05%
26,710
+10,266
439
$2.91M 0.05%
63,926
-55,875
440
$2.91M 0.05%
52,491
+4,733
441
$2.91M 0.05%
7,558
+257
442
$2.9M 0.05%
80,492
-46,431
443
$2.9M 0.05%
77,399
+35,414
444
$2.89M 0.05%
86,649
+8,209
445
$2.88M 0.05%
10,570
-295
446
$2.87M 0.05%
11,053
+490
447
$2.86M 0.05%
31,914
+4,259
448
$2.85M 0.05%
12,038
+2,182
449
$2.85M 0.05%
37,541
+5,851
450
$2.84M 0.05%
23,969
+299
16 17
18
19 20