AI
Atria Investments Portfolio holdings
AUM
$8.47B
1-Year Return
17.45%
This Quarter Return
+5.82%
1 Year Return
+17.45%
3 Year Return
+62.94%
5 Year Return
+103.24%
10 Year Return
+229.32%
AUM
$5.54B
AUM Growth
+$256M
(+4.8%)
Cap. Flow
+$4.95M
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
16.82%
Holding
904
New
93
Increased
367
Reduced
361
Closed
79
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$37.4M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$18.1M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$16.6M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
$15.6M |
| 5 |
Vanguard Growth ETF
VUG
|
$12.6M |
Sector Composition
| 1 | Technology | 13.5% |
| 2 | Healthcare | 7.48% |
| 3 | Financials | 7.14% |
| 4 | Consumer Discretionary | 5.98% |
| 5 | Industrials | 5.28% |
