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
601
$1.87M 0.03%
39,580
+2,544
602
$1.86M 0.03%
40,756
-15,848
603
$1.86M 0.03%
19,770
+604
604
$1.86M 0.03%
50,372
-2,517
605
$1.85M 0.03%
+35,569
606
$1.85M 0.03%
25,831
+6,336
607
$1.83M 0.03%
27,887
-395
608
$1.82M 0.03%
+37,706
609
$1.82M 0.03%
26,254
+10,549
610
$1.82M 0.03%
43,655
-4,371
611
$1.81M 0.03%
41,072
+5,840
612
$1.81M 0.03%
16,187
+673
613
$1.81M 0.03%
39,518
-15,725
614
$1.8M 0.03%
106,262
+16,519
615
$1.79M 0.03%
36,132
+1,968
616
$1.79M 0.03%
75,060
+30,348
617
$1.79M 0.03%
8,580
-2,191
618
$1.77M 0.03%
22,375
+2,175
619
$1.76M 0.03%
43,932
+2,957
620
$1.74M 0.03%
36,904
-6,183
621
$1.73M 0.03%
93,097
-47,370
622
$1.73M 0.03%
45,089
+7,628
623
$1.72M 0.03%
5,064
-268
624
$1.71M 0.03%
46,414
+9,261
625
$1.71M 0.03%
99,839
-87
23 24
25
26 27