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
826
$1.06M 0.02%
+42,544
827
$1.06M 0.02%
+32,460
828
$1.06M 0.02%
16,970
+680
829
$1.06M 0.02%
+31,667
830
$1.06M 0.02%
+9,543
831
$1.05M 0.02%
10,541
+1,372
832
$1.05M 0.02%
14,681
+3,167
833
$1.05M 0.02%
4,009
+283
834
$1.05M 0.02%
+2,965
835
$1.05M 0.02%
27,189
+1,137
836
$1.05M 0.02%
14,971
-2,074
837
$1.04M 0.02%
21,335
-704
838
$1.04M 0.02%
17,604
-6,876
839
$1.04M 0.02%
29,001
+132
840
$1.04M 0.02%
165,376
-7,476
841
$1.04M 0.02%
7,278
+412
842
$1.03M 0.02%
+30,121
843
$1.03M 0.02%
21,713
-6,536
844
$1.03M 0.02%
9,565
+341
845
$1.03M 0.02%
+10,363
846
$1.03M 0.02%
+9,021
847
$1.03M 0.02%
+8,718
848
$1.02M 0.02%
+2,952
849
$1.02M 0.02%
+8,658
850
$1.02M 0.02%
+18,654
32 33
34
35 36