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
626
$1.71M 0.03%
+11,489
627
$1.7M 0.03%
12,276
+2,897
628
$1.69M 0.03%
1,232
-498
629
$1.69M 0.03%
18,594
+3,854
630
$1.69M 0.03%
20,392
-1,263
631
$1.69M 0.03%
76,255
+3,677
632
$1.69M 0.03%
28,374
+5,148
633
$1.68M 0.03%
84,196
-29,902
634
$1.67M 0.03%
+15,630
635
$1.67M 0.03%
58,133
-33,958
636
$1.66M 0.03%
180,150
-73,922
637
$1.66M 0.03%
20,061
+1,574
638
$1.66M 0.03%
+63,753
639
$1.66M 0.03%
43,151
+10,890
640
$1.65M 0.03%
21,020
-1,661
641
$1.65M 0.03%
64,803
+1,664
642
$1.65M 0.03%
12,037
+2,007
643
$1.64M 0.03%
12,801
+1,638
644
$1.64M 0.03%
57,873
-3,673
645
$1.63M 0.03%
86,263
-10,874
646
$1.63M 0.03%
34,249
-11,224
647
$1.63M 0.03%
15,767
+5,148
648
$1.63M 0.03%
33,210
-18,410
649
$1.61M 0.03%
21,542
-547
650
$1.61M 0.03%
5,282
-390
24 25
26
27 28