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
776
$221K 0.01%
25,557
-4,203
777
$220K 0.01%
6,720
+20
778
$220K 0.01%
3,861
-470
779
$219K 0.01%
13,847
-949
780
$218K 0.01%
2,964
-468
781
$218K 0.01%
2,010
-149
782
$217K 0.01%
12,714
-101,286
783
$216K 0.01%
7,919
-43
784
$216K 0.01%
37,088
+5,048
785
$215K 0.01%
1,325
+7
786
$215K 0.01%
4,724
+113
787
$215K 0.01%
2,995
+164
788
$215K 0.01%
16,417
-501
789
$214K 0.01%
5,640
-1,697
790
$214K 0.01%
+7,298
791
$213K 0.01%
2,919
-7,369
792
$213K 0.01%
12,943
+2,186
793
$213K 0.01%
+6,107
794
$213K 0.01%
12,069
+1,413
795
$213K 0.01%
+4,322
796
$212K 0.01%
6,465
+70
797
$212K 0.01%
2,212
+677
798
$212K 0.01%
8,875
+1,080
799
$210K 0.01%
9,486
-307
800
$210K 0.01%
1,926
+262
30 31
32
33 34