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
776
$1.2M 0.02%
12,808
-7
777
$1.2M 0.02%
14,872
-7,005
778
$1.19M 0.02%
33,161
-334
779
$1.19M 0.02%
10,990
+1,452
780
$1.19M 0.02%
88,377
-72,587
781
$1.19M 0.02%
4,907
+183
782
$1.19M 0.02%
20,366
+1,322
783
$1.18M 0.02%
+11,002
784
$1.18M 0.02%
8,835
+772
785
$1.17M 0.02%
23,858
-12,064
786
$1.17M 0.02%
8,055
+924
787
$1.17M 0.02%
+11,680
788
$1.16M 0.02%
+54,504
789
$1.16M 0.02%
33,448
-1,073
790
$1.16M 0.02%
30,659
+2,938
791
$1.16M 0.02%
27,915
-4,751
792
$1.16M 0.02%
+18,976
793
$1.15M 0.02%
12,277
+41
794
$1.15M 0.02%
+39,543
795
$1.15M 0.02%
+31,603
796
$1.14M 0.02%
+11,075
797
$1.14M 0.02%
26,111
+633
798
$1.14M 0.02%
+68,628
799
$1.13M 0.02%
8,341
-130
800
$1.13M 0.02%
22,443
-11,421
30 31
32
33 34