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
$2.26B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$146M
3
+$69.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$66.8M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$45.1M

Top Sells

1
+$78.6M
2
+$70.5M
3
+$39.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$38.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$32.2M

Sector Composition

1 Technology 5.38%
2 Healthcare 4.07%
3 Financials 3.48%
4 Consumer Discretionary 2.96%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$544K 0.02%
21,693
-8,155
477
$543K 0.02%
10,926
+3,731
478
$543K 0.02%
28,559
-15,018
479
$542K 0.02%
6,805
-723
480
$541K 0.02%
11,371
+5,760
481
$539K 0.02%
14,068
-1,778
482
$539K 0.02%
5,226
-2,930
483
$536K 0.02%
6,414
+915
484
$534K 0.02%
11,128
-1,237
485
$533K 0.02%
14,199
-54,907
486
$533K 0.02%
9,874
-94,267
487
$526K 0.02%
10,970
-16,941
488
$524K 0.02%
8,579
-4,051
489
$524K 0.02%
+8,004
490
$522K 0.02%
18,600
-1,669
491
$521K 0.02%
22,275
+5,169
492
$518K 0.02%
6,561
+135
493
$516K 0.02%
10,681
+826
494
$515K 0.02%
9,100
-4,586
495
$515K 0.02%
+11,073
496
$512K 0.02%
18,337
-643
497
$510K 0.02%
+3,271
498
$510K 0.02%
9,720
-2,296
499
$505K 0.02%
3,991
-545
500
$505K 0.02%
13,087
-47,211
18 19
20
21 22