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
826
$183K 0.01%
46,037
-7,116
827
$181K 0.01%
3,161
828
$180K 0.01%
56,924
+16,228
829
$172K 0.01%
5,945
-1,602
830
$169K 0.01%
43,655
+15,914
831
$166K 0.01%
15,258
-1,435
832
$164K 0.01%
10,506
-1,883
833
$163K 0.01%
43,357
-29,797
834
$163K 0.01%
10,802
-87,649
835
$163K 0.01%
+12,323
836
$161K 0.01%
13,024
+868
837
$161K 0.01%
11,153
-899
838
$158K 0.01%
11,012
-3,209
839
$149K 0.01%
4,967
-274
840
$147K 0.01%
14,802
+3,304
841
$145K 0.01%
+13,108
842
$145K 0.01%
14,125
+3,057
843
$143K 0.01%
11,002
-67
844
$141K 0.01%
+10,581
845
$138K 0.01%
35,270
+20,196
846
$136K 0.01%
20,305
+3,180
847
$135K 0.01%
21,946
-4,946
848
$127K 0.01%
11,215
+687
849
$125K 0.01%
+11,951
850
$122K 0.01%
18,764
-18,435
32 33
34
35 36