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
551
$432K 0.02%
4,140
+122
552
$432K 0.02%
15,534
-2,855
553
$429K 0.02%
+5,063
554
$429K 0.02%
5,265
+795
555
$426K 0.02%
2,129
+458
556
$422K 0.02%
4,103
+912
557
$421K 0.02%
7,080
-1,512
558
$421K 0.02%
18,292
+1,566
559
$420K 0.02%
15,020
-123
560
$419K 0.02%
3,860
-16,055
561
$417K 0.02%
9,680
+517
562
$417K 0.02%
1,972
+614
563
$413K 0.02%
5,964
-574
564
$411K 0.02%
9,482
+1,350
565
$411K 0.02%
8,606
-2,591
566
$410K 0.02%
7,593
+522
567
$410K 0.02%
17,493
-208
568
$405K 0.02%
8,906
-15,040
569
$405K 0.02%
11,083
-1,416
570
$404K 0.02%
14,263
-60,945
571
$403K 0.02%
10,069
-304
572
$403K 0.02%
3,752
-192
573
$401K 0.02%
12,030
-103,314
574
$400K 0.02%
13,356
+2,100
575
$400K 0.02%
4,473
-2,595
21 22
23
24 25