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
651
$302K 0.01%
15,301
+6,589
652
$300K 0.01%
1,569
+342
653
$298K 0.01%
4,585
-933
654
$297K 0.01%
+20,875
655
$297K 0.01%
8,269
-1,513
656
$296K 0.01%
4,722
-117
657
$296K 0.01%
+3,569
658
$293K 0.01%
+5,429
659
$293K 0.01%
6,446
-826
660
$291K 0.01%
2,509
-258
661
$289K 0.01%
9,729
-657
662
$288K 0.01%
6,028
-3,398
663
$286K 0.01%
+13,421
664
$286K 0.01%
2,539
+87
665
$285K 0.01%
17,119
-104,221
666
$285K 0.01%
275
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667
$285K 0.01%
10,473
-1,041
668
$284K 0.01%
5,470
-6,565
669
$283K 0.01%
5,000
+712
670
$283K 0.01%
2,867
+424
671
$281K 0.01%
9,594
+601
672
$280K 0.01%
8,336
-4,156
673
$279K 0.01%
5,395
-33,325
674
$278K 0.01%
4,800
-169
675
$277K 0.01%
5,913
-207
25 26
27
28 29