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
501
$2.35M 0.04%
+76,934
502
$2.34M 0.04%
+111,246
503
$2.34M 0.04%
54,326
+28,250
504
$2.34M 0.04%
15,614
-37,605
505
$2.33M 0.04%
+84,335
506
$2.33M 0.04%
58,208
+26,410
507
$2.33M 0.04%
18,731
+162
508
$2.33M 0.04%
9,382
-2,791
509
$2.3M 0.04%
53,631
-926
510
$2.3M 0.04%
59,514
+4,710
511
$2.3M 0.04%
75,697
-342,496
512
$2.3M 0.04%
45,602
+7,877
513
$2.3M 0.04%
25,819
-131
514
$2.29M 0.04%
68,202
-4,648
515
$2.28M 0.04%
16,338
-1,369
516
$2.28M 0.04%
13,051
+325
517
$2.27M 0.04%
113,230
-389
518
$2.27M 0.04%
157,111
+58,995
519
$2.27M 0.04%
27,260
+2,476
520
$2.27M 0.04%
84,031
-3,705
521
$2.26M 0.04%
26,866
+428
522
$2.26M 0.04%
33,307
-455
523
$2.25M 0.04%
26,718
+3,849
524
$2.25M 0.04%
33,995
-41,569
525
$2.25M 0.04%
+44,366
19 20
21
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