AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.2M
3
+$9.82M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$5.65M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5M

Top Sells

1
+$7.48M
2
+$6.92M
3
+$6.79M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$6.75M
5
IYE icon
iShares US Energy ETF
IYE
+$6.28M

Sector Composition

1 Healthcare 4.04%
2 Consumer Staples 3.15%
3 Energy 3.01%
4 Technology 2.91%
5 Financials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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