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
26
$8.25M 0.86%
109,189
+1,224
27
$7.88M 0.82%
73,507
+4,177
28
$7.17M 0.75%
178,692
+42,412
29
$7.02M 0.73%
184,722
+18,835
30
$6.9M 0.72%
40,877
-38,508
31
$6.39M 0.66%
76,620
+26,412
32
$6.38M 0.66%
127,854
+27,208
33
$6.35M 0.66%
927,324
-28,176
34
$6.25M 0.65%
253,133
+160,538
35
$5.41M 0.56%
350,396
+20,738
36
$4.94M 0.51%
262,806
+18,062
37
$4.91M 0.51%
190,448
+24,419
38
$4.87M 0.51%
218,905
+18,340
39
$4.74M 0.49%
71,608
+35,669
40
$4.29M 0.45%
49,844
-403
41
$4.13M 0.43%
242,396
-112
42
$4.06M 0.42%
77,184
+53,838
43
$4.03M 0.42%
44,015
+23,910
44
$3.94M 0.41%
146,289
+1,155
45
$3.91M 0.41%
71,755
+63,022
46
$3.82M 0.4%
+331,404
47
$3.63M 0.38%
34,762
-9,616
48
$3.6M 0.37%
+133,990
49
$3.58M 0.37%
+29,466
50
$3.39M 0.35%
31,823
-46,876
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