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
476
$2.58M 0.05%
20,961
-317
477
$2.56M 0.04%
30,728
+621
478
$2.56M 0.04%
+70,216
479
$2.54M 0.04%
225,813
+47,942
480
$2.54M 0.04%
55,994
-11,813
481
$2.54M 0.04%
33,244
+2,501
482
$2.52M 0.04%
18,794
+818
483
$2.52M 0.04%
11,840
+176
484
$2.5M 0.04%
170,791
+24,136
485
$2.48M 0.04%
127,137
+57,384
486
$2.48M 0.04%
25,256
-3,716
487
$2.46M 0.04%
12,268
-26
488
$2.45M 0.04%
17,349
-4,726
489
$2.42M 0.04%
32,702
-4,895
490
$2.42M 0.04%
40,886
-4,491
491
$2.41M 0.04%
10,629
+872
492
$2.4M 0.04%
48,237
-1,300
493
$2.4M 0.04%
36,070
+6,072
494
$2.4M 0.04%
31,562
+933
495
$2.39M 0.04%
41,114
+4,501
496
$2.39M 0.04%
47,123
-19,491
497
$2.39M 0.04%
34,122
+6,979
498
$2.38M 0.04%
43,992
-3,931
499
$2.37M 0.04%
46,427
+2,695
500
$2.36M 0.04%
35,583
-22,489
18 19
20
21 22