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
501
$504K 0.02%
9,755
-2,488
502
$503K 0.02%
10,444
-1,322
503
$502K 0.02%
28,152
+17,560
504
$501K 0.02%
18,387
-2,110
505
$491K 0.02%
9,270
+1,057
506
$491K 0.02%
+19,148
507
$490K 0.02%
10,856
+3,555
508
$489K 0.02%
10,399
-59
509
$489K 0.02%
4,728
+401
510
$487K 0.02%
5,873
-1,287
511
$487K 0.02%
8,358
+768
512
$486K 0.02%
6,634
+467
513
$485K 0.02%
7,639
-394
514
$483K 0.02%
22,656
+1,224
515
$480K 0.02%
5,222
-840
516
$478K 0.02%
12,072
-1,075
517
$476K 0.02%
13,287
+398
518
$476K 0.02%
30,381
+7,734
519
$476K 0.02%
7,577
+3,651
520
$473K 0.02%
1,676
-137
521
$471K 0.02%
4,598
+553
522
$470K 0.02%
+10,605
523
$470K 0.02%
3,143
+713
524
$469K 0.02%
+19,536
525
$466K 0.02%
34,210
+2,300
19 20
21
22 23