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Atria Investments Portfolio holdings

AUM $8.94B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
+$149M
2
+$142M
3
+$66.6M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$66.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$44.8M

Top Sells

1
+$84.8M
2
+$78.6M
3
+$42.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$41.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$35.3M

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
1001
– –
-9,672
1002
– –
-26,405
1003
– –
-5,999
1004
– –
-2,017
1005
– –
-2,272
1006
– –
-2,492
1007
– –
-4,099
1008
– –
-43,761
1009
– –
-11,021
1010
– –
-18,506
1011
– –
-6,058
1012
– –
-1,539
1013
– –
-7,162
1014
– –
-14,783
1015
– –
-13,686
1016
– –
-2,822
1017
– –
-28,216
1018
– –
-32,812
1019
– –
-42,532
1020
– –
-18,051
1021
– –
-2,091
1022
– –
-2,417
1023
– –
-3,491
1024
– –
-6,388
1025
– –
-8,957
39 40
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