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
576
$394K 0.02%
11,457
+3,292
577
$393K 0.02%
3,833
+305
578
$392K 0.02%
27,657
-25,403
579
$392K 0.02%
8,500
-3,072
580
$391K 0.02%
8,767
+1,143
581
$391K 0.02%
4,201
-170
582
$391K 0.02%
2,104
+38
583
$390K 0.02%
1,376
+47
584
$389K 0.02%
5,400
+239
585
$387K 0.02%
4,441
-1,630
586
$386K 0.02%
+13,364
587
$385K 0.02%
13,658
-1,108
588
$385K 0.02%
5,787
+176
589
$384K 0.02%
6,126
+284
590
$380K 0.02%
4,227
-4,746
591
$379K 0.02%
9,089
+433
592
$378K 0.02%
10,488
+1,424
593
$378K 0.02%
17,536
+1,000
594
$374K 0.02%
35,149
+9,263
595
$374K 0.02%
27,605
+12,237
596
$370K 0.02%
4,931
-359
597
$369K 0.02%
35,020
+70
598
$369K 0.02%
10,228
-11,339
599
$367K 0.02%
2,729
+308
600
$365K 0.02%
4,502
-125
22 23
24
25 26