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Atria Investments Portfolio holdings

AUM $8.94B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
451
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-158,431
452
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-6,674
453
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454
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-30,756
455
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-16,685
456
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-104,284
457
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-26,429
458
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-91,552
459
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-4,268
460
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-34,897
461
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-118,615
462
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-35,006
463
– –
-15,811
464
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-3,793
465
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-11,585
466
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-39,416
467
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-34,459
468
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-39,480
469
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-9,956
470
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-100,757
471
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-26,059
472
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-83,175
473
– –
-42,255
474
– –
-14,505
475
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-48,742
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