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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
1026
– –
-26,480
1027
– –
-2,636
1028
– –
-5,364
1029
– –
-7,519
1030
– –
-18,308
1031
– –
-9,552
1032
– –
-8,530
1033
– –
-13,024
1034
– –
-19,340
1035
– –
-61,168
1036
– –
-8,144
1037
– –
-8,928
1038
– –
-3,796
1039
– –
-8,641
1040
– –
-9,439
1041
– –
-2,049
1042
– –
-3,409
1043
– –
-6,343
1044
– –
-9,614
1045
– –
-2,448
1046
– –
-9,161
1047
– –
-3,202
1048
– –
-4,505
1049
– –
-5,561
1050
– –
-66,291
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