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
651
$1.6M 0.03%
20,161
-6,070
652
$1.6M 0.03%
29,114
+2,245
653
$1.6M 0.03%
52,585
+16,621
654
$1.59M 0.03%
25,802
+6,489
655
$1.59M 0.03%
72,822
+14,686
656
$1.59M 0.03%
10,430
-63
657
$1.58M 0.03%
8,505
-2,135
658
$1.58M 0.03%
17,899
-823
659
$1.57M 0.03%
40,945
-29,530
660
$1.56M 0.03%
18,769
+3,087
661
$1.56M 0.03%
50,175
-8,523
662
$1.55M 0.03%
42,560
+6,587
663
$1.55M 0.03%
38,724
-195
664
$1.54M 0.03%
18,975
+98
665
$1.54M 0.03%
11,100
+1,041
666
$1.54M 0.03%
31,491
-6,696
667
$1.53M 0.03%
16,700
-1,396
668
$1.53M 0.03%
22,355
+2,225
669
$1.52M 0.03%
6,731
+559
670
$1.51M 0.03%
24,747
-21,823
671
$1.51M 0.03%
23,415
+1,705
672
$1.5M 0.03%
9,088
+5
673
$1.5M 0.03%
27,549
+4,568
674
$1.5M 0.03%
5,111
+51
675
$1.5M 0.03%
+17,513
25 26
27
28 29