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
751
$1.25M 0.02%
10,674
+1,098
752
$1.25M 0.02%
28,297
-5,030
753
$1.25M 0.02%
3,606
+286
754
$1.25M 0.02%
13,711
-3,031
755
$1.25M 0.02%
+3,193
756
$1.25M 0.02%
+49,030
757
$1.24M 0.02%
21,082
+4,468
758
$1.24M 0.02%
19,911
+145
759
$1.23M 0.02%
13,696
+17
760
$1.23M 0.02%
+18,438
761
$1.23M 0.02%
13,976
+43
762
$1.23M 0.02%
25,145
+4,660
763
$1.22M 0.02%
7,364
+1,466
764
$1.22M 0.02%
8,529
-131
765
$1.22M 0.02%
18,943
-473
766
$1.22M 0.02%
20,396
+1,129
767
$1.21M 0.02%
24,698
+3,084
768
$1.21M 0.02%
+45,705
769
$1.21M 0.02%
41,852
-2,068
770
$1.21M 0.02%
16,201
+3,052
771
$1.21M 0.02%
+107,998
772
$1.21M 0.02%
+7,491
773
$1.21M 0.02%
14,379
-115
774
$1.2M 0.02%
+11,953
775
$1.2M 0.02%
34,150
-10,380
29 30
31
32 33