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
751
$237K 0.01%
+9,132
752
$236K 0.01%
+5,212
753
$236K 0.01%
17,697
-2,189
754
$235K 0.01%
10,890
-2,156
755
$235K 0.01%
9,905
-3,313
756
$235K 0.01%
+11,319
757
$233K 0.01%
3,823
-2,073
758
$232K 0.01%
2,804
-134
759
$231K 0.01%
+8,000
760
$231K 0.01%
6,766
+208
761
$230K 0.01%
5,349
+1,181
762
$229K 0.01%
14,180
763
$229K 0.01%
21,404
-494
764
$229K 0.01%
2,351
-503
765
$228K 0.01%
6,799
-2,505
766
$228K 0.01%
4,490
-60
767
$226K 0.01%
7,008
+1,398
768
$225K 0.01%
5,161
-101
769
$225K 0.01%
+4,495
770
$225K 0.01%
4,692
-1,411
771
$224K 0.01%
14,588
-4,573
772
$223K 0.01%
9,465
+424
773
$222K 0.01%
+3,513
774
$222K 0.01%
+6,515
775
$221K 0.01%
4,721
-14,621
29 30
31
32 33