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
526
$2.24M 0.04%
+44,672
527
$2.24M 0.04%
29,414
-650
528
$2.23M 0.04%
59,238
+1,812
529
$2.23M 0.04%
85,423
-1,016
530
$2.22M 0.04%
17,632
-4,657
531
$2.22M 0.04%
+98,096
532
$2.21M 0.04%
68,408
+15,874
533
$2.2M 0.04%
20,548
+3,687
534
$2.19M 0.04%
4,644
+351
535
$2.19M 0.04%
71,258
+5,261
536
$2.19M 0.04%
42,729
+1,483
537
$2.19M 0.04%
24,862
-5,075
538
$2.19M 0.04%
19,933
+5,701
539
$2.19M 0.04%
11,971
+1,348
540
$2.18M 0.04%
15,741
+662
541
$2.17M 0.04%
21,815
+1,265
542
$2.17M 0.04%
45,726
+6,413
543
$2.17M 0.04%
56,751
-354
544
$2.16M 0.04%
37,581
-3,314
545
$2.15M 0.04%
40,119
+570
546
$2.15M 0.04%
23,292
+8,267
547
$2.14M 0.04%
30,547
+2,822
548
$2.14M 0.04%
51,872
-63,300
549
$2.14M 0.04%
25,437
+8,895
550
$2.14M 0.04%
+46,780
20 21
22
23 24