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
726
$250K 0.01%
3,378
-368
727
$249K 0.01%
1,638
+70
728
$249K 0.01%
+9,112
729
$248K 0.01%
18,956
+3,656
730
$247K 0.01%
+136,235
731
$247K 0.01%
17,054
+287
732
$247K 0.01%
7,680
-1,427
733
$247K 0.01%
23,960
-1,776
734
$247K 0.01%
7,795
-1,350
735
$246K 0.01%
5,440
+921
736
$246K 0.01%
+12,002
737
$245K 0.01%
9,184
+514
738
$244K 0.01%
+9,263
739
$243K 0.01%
3,594
-339
740
$243K 0.01%
2,699
+698
741
$241K 0.01%
7,716
-2,258
742
$241K 0.01%
4,409
+693
743
$240K 0.01%
4,222
-1,694
744
$240K 0.01%
18,431
+3
745
$240K 0.01%
8,403
+1,528
746
$240K 0.01%
7,689
-2,519
747
$239K 0.01%
9,526
-62
748
$239K 0.01%
+4,418
749
$238K 0.01%
7,150
750
$238K 0.01%
3,631
-305
28 29
30
31 32