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
701
$1.41M 0.02%
44,157
+6,930
702
$1.41M 0.02%
+16,429
703
$1.41M 0.02%
12,109
+505
704
$1.4M 0.02%
36,237
-4,161
705
$1.4M 0.02%
12,973
+354
706
$1.4M 0.02%
16,558
+711
707
$1.39M 0.02%
47,000
-11,657
708
$1.39M 0.02%
+59,001
709
$1.39M 0.02%
48,840
-7,266
710
$1.38M 0.02%
15,096
+45
711
$1.37M 0.02%
+7,841
712
$1.36M 0.02%
24,774
+378
713
$1.36M 0.02%
64,361
+15,281
714
$1.36M 0.02%
39,097
-5,050
715
$1.36M 0.02%
20,298
+2,376
716
$1.35M 0.02%
60,445
+4,836
717
$1.35M 0.02%
36,651
+776
718
$1.35M 0.02%
417,408
-28,678
719
$1.35M 0.02%
+10,154
720
$1.34M 0.02%
5,373
-1,510
721
$1.34M 0.02%
2,736
+665
722
$1.34M 0.02%
12,364
-1,884
723
$1.34M 0.02%
10,855
-469
724
$1.34M 0.02%
28,900
+9,771
725
$1.33M 0.02%
12,882
+2,054
27 28
29
30 31