AI
Atria Investments Portfolio holdings
AUM
$8.47B
1-Year Return
17.45%
This Quarter Return
-4.17%
1 Year Return
+17.45%
3 Year Return
+62.94%
5 Year Return
+103.24%
10 Year Return
+229.32%
AUM
$5.71B
AUM Growth
+$99.6M
(+1.8%)
Cap. Flow
+$414M
Cap. Flow
% of AUM
7.24%
Top 10 Holdings %
Top 10 Hldgs %
14.92%
Holding
939
New
100
Increased
474
Reduced
279
Closed
85
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$50.6M |
| 2 |
OneAscent Core Plus Bond ETF
OACP
|
$39.7M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$39M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$29.9M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$22.1M |
Top Sells
Sector Composition
| 1 | Technology | 11.69% |
| 2 | Healthcare | 7.35% |
| 3 | Financials | 7.16% |
| 4 | Consumer Discretionary | 5% |
| 5 | Industrials | 4.74% |
