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
676
$1.49M 0.03%
40,839
-8,825
677
$1.49M 0.03%
+68,371
678
$1.48M 0.03%
8,996
+2,387
679
$1.48M 0.03%
16,376
+307
680
$1.48M 0.03%
2,645
-619
681
$1.48M 0.03%
52,982
-55,585
682
$1.47M 0.03%
51,427
-14,464
683
$1.47M 0.03%
13,396
+250
684
$1.47M 0.03%
9,103
+2,202
685
$1.47M 0.03%
+56,851
686
$1.46M 0.03%
+39,105
687
$1.46M 0.03%
+71,244
688
$1.46M 0.03%
16,574
+218
689
$1.46M 0.03%
20,827
-670
690
$1.46M 0.03%
+36,100
691
$1.45M 0.03%
2,993
+440
692
$1.45M 0.03%
74,079
+18,206
693
$1.45M 0.03%
8,057
-2,645
694
$1.44M 0.03%
+17,329
695
$1.44M 0.03%
+12,070
696
$1.44M 0.03%
+14,016
697
$1.43M 0.03%
10,840
+282
698
$1.43M 0.03%
50,093
+6,928
699
$1.42M 0.02%
3,196
-380
700
$1.42M 0.02%
34,683
+7,852
26 27
28
29 30