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
801
$1.13M 0.02%
1,726
+76
802
$1.12M 0.02%
+43,231
803
$1.12M 0.02%
+31,561
804
$1.12M 0.02%
+21,131
805
$1.12M 0.02%
23,786
-2,202
806
$1.12M 0.02%
106,978
+4,634
807
$1.11M 0.02%
12,367
+259
808
$1.11M 0.02%
+8,439
809
$1.1M 0.02%
35,027
-9,039
810
$1.1M 0.02%
+15,162
811
$1.1M 0.02%
+4,142
812
$1.1M 0.02%
+34,807
813
$1.1M 0.02%
30,346
-5,765
814
$1.08M 0.02%
10,312
+507
815
$1.08M 0.02%
7,830
-6,902
816
$1.08M 0.02%
+15,373
817
$1.08M 0.02%
+15,686
818
$1.08M 0.02%
17,474
+563
819
$1.08M 0.02%
14,023
-4,123
820
$1.08M 0.02%
21,499
+818
821
$1.08M 0.02%
7,155
+730
822
$1.08M 0.02%
13,185
+228
823
$1.07M 0.02%
+31,583
824
$1.07M 0.02%
8,366
-4,253
825
$1.07M 0.02%
+24,588
31 32
33
34 35