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
676
$276K 0.01%
9,360
-1,638
677
$275K 0.01%
1,464
-786
678
$275K 0.01%
13,344
-31,842
679
$274K 0.01%
4,416
-51,657
680
$274K 0.01%
6,330
-668
681
$273K 0.01%
4,149
-1,000
682
$272K 0.01%
5,453
-18,099
683
$272K 0.01%
+7,485
684
$272K 0.01%
+10,470
685
$271K 0.01%
12,881
-31,408
686
$271K 0.01%
+12,456
687
$270K 0.01%
1,227
-298
688
$270K 0.01%
4,612
+346
689
$270K 0.01%
5,667
-359
690
$270K 0.01%
723
-403
691
$268K 0.01%
7,519
-232
692
$268K 0.01%
22,207
693
$267K 0.01%
8,859
-4,140
694
$267K 0.01%
5,199
+219
695
$267K 0.01%
12,890
-32,673
696
$266K 0.01%
2,451
-110
697
$264K 0.01%
9,338
-18,415
698
$262K 0.01%
8,950
+3,285
699
$262K 0.01%
2,964
-394
700
$261K 0.01%
66,856
-951
26 27
28
29 30