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
851
$118K 0.01%
+10,221
852
$116K 0.01%
10,119
+275
853
$116K 0.01%
10,502
+213
854
$114K 0.01%
14,112
+193
855
$113K 0.01%
+18,234
856
$112K 0.01%
12,627
-609
857
$108K ﹤0.01%
60,180
+32,781
858
$103K ﹤0.01%
+10,041
859
$102K ﹤0.01%
+7,149
860
$96K ﹤0.01%
+10,081
861
$94K ﹤0.01%
36,890
-30,546
862
$85K ﹤0.01%
11,740
-23,332
863
$66K ﹤0.01%
2,007
+636
864
$62K ﹤0.01%
+15,315
865
$61K ﹤0.01%
29,001
+8,809
866
$57K ﹤0.01%
13,217
-754
867
$48K ﹤0.01%
12,664
+1,075
868
$47K ﹤0.01%
10,138
-26,704
869
$41K ﹤0.01%
+10,490
870
$37K ﹤0.01%
+12,942
871
$35K ﹤0.01%
19,578
-46,656
872
$23K ﹤0.01%
+20,000
873
$17K ﹤0.01%
30,378
+496
874
$7K ﹤0.01%
+499
875
$6K ﹤0.01%
+500
33 34
35
36 37