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
801
$209K 0.01%
2,792
-104
802
$208K 0.01%
12,142
-3,165
803
$208K 0.01%
+713
804
$207K 0.01%
3,355
+339
805
$205K 0.01%
1,713
-238
806
$205K 0.01%
9,683
-2,147
807
$205K 0.01%
3,491
-855
808
$205K 0.01%
+19,224
809
$204K 0.01%
8,905
-7,662
810
$202K 0.01%
5,509
+1,607
811
$202K 0.01%
+10,843
812
$201K 0.01%
1,585
-467
813
$201K 0.01%
4,882
+102
814
$200K 0.01%
5,462
-310
815
$200K 0.01%
4,572
+896
816
$199K 0.01%
31,484
+2,136
817
– –
0
818
$198K 0.01%
10,126
-7,509
819
$195K 0.01%
15,951
-220
820
$195K 0.01%
16,323
-6,562
821
$194K 0.01%
16,233
+5,723
822
$191K 0.01%
12,451
-2,316
823
$188K 0.01%
+11,295
824
$186K 0.01%
+3,624
825
$184K 0.01%
+8,899
31 32
33
34 35