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
701
$261K 0.01%
11,897
+554
702
$261K 0.01%
3,696
-164
703
$260K 0.01%
5,951
+29
704
$259K 0.01%
4,528
-7,260
705
$258K 0.01%
29,850
-2,500
706
$258K 0.01%
1,505
-142
707
$258K 0.01%
+7,492
708
$257K 0.01%
19,377
+24
709
$257K 0.01%
9,936
+416
710
$256K 0.01%
2,488
-224
711
$255K 0.01%
2,103
-80,536
712
$255K 0.01%
6,100
+57
713
$255K 0.01%
+3,802
714
$254K 0.01%
6,406
-102
715
$253K 0.01%
2,634
-234
716
$253K 0.01%
1,699
-121
717
$253K 0.01%
+7,961
718
$252K 0.01%
1,577
+63
719
$252K 0.01%
2,961
-297
720
$252K 0.01%
2,050
+144
721
$252K 0.01%
21,680
+5,210
722
$251K 0.01%
5,064
-702
723
$251K 0.01%
1,727
-4,530
724
$251K 0.01%
1,911
-490
725
$250K 0.01%
5,061
+1,206
27 28
29
30 31