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
726
$1.33M 0.02%
6,847
+694
727
$1.33M 0.02%
+28,418
728
$1.32M 0.02%
2,838
+79
729
$1.32M 0.02%
12,848
-86,766
730
$1.32M 0.02%
22,684
+119
731
$1.32M 0.02%
25,609
+1,370
732
$1.32M 0.02%
4,773
+326
733
$1.31M 0.02%
14,972
+1,322
734
$1.31M 0.02%
+6,685
735
$1.3M 0.02%
+25,100
736
$1.3M 0.02%
+15,423
737
$1.3M 0.02%
+8,683
738
$1.3M 0.02%
5,038
-1,088
739
$1.29M 0.02%
+34,752
740
$1.29M 0.02%
22,740
-100
741
$1.29M 0.02%
35,996
-3,918
742
$1.29M 0.02%
16,553
-3,621
743
$1.28M 0.02%
2,707
+411
744
$1.28M 0.02%
+66,530
745
$1.27M 0.02%
+12,212
746
$1.27M 0.02%
22,480
-217
747
$1.27M 0.02%
51,128
+5,016
748
$1.26M 0.02%
7,221
+374
749
$1.26M 0.02%
+25,714
750
$1.25M 0.02%
5,663
+314
28 29
30
31 32