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
526
$466K 0.02%
3,160
-643
527
$464K 0.02%
33,500
+17,510
528
$464K 0.02%
10,573
-43,262
529
$463K 0.02%
4,412
-324
530
$461K 0.02%
5,028
+706
531
$460K 0.02%
2,647
+12
532
$458K 0.02%
16,435
-147
533
$455K 0.02%
+7,437
534
$454K 0.02%
21,205
-945
535
$453K 0.02%
6,097
+436
536
$452K 0.02%
+20,508
537
$450K 0.02%
2,764
-124
538
$450K 0.02%
10,027
+30
539
$449K 0.02%
50,655
+34,872
540
$448K 0.02%
1,530
+100
541
$448K 0.02%
25,983
-14
542
$446K 0.02%
6,053
-1,898
543
$446K 0.02%
8,990
-19,209
544
$445K 0.02%
24,120
+669
545
$445K 0.02%
4,494
-3,652
546
$444K 0.02%
27,780
-10,812
547
$443K 0.02%
+5,090
548
$440K 0.02%
7,485
+441
549
$438K 0.02%
22,734
-95,840
550
$436K 0.02%
+3,483
20 21
22
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