AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$961M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$14M
3
+$8.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.95M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.32M

Top Sells

1
+$33.1M
2
+$12.7M
3
+$11.6M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Sector Composition

1 Consumer Staples 2.98%
2 Technology 2.9%
3 Healthcare 2.79%
4 Energy 2.66%
5 Financials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.15%
22,460
+14,615
102
$1.43M 0.15%
22,770
+15,955
103
$1.42M 0.15%
61,943
+6,191
104
$1.35M 0.14%
55,147
+36,066
105
$1.35M 0.14%
+15,628
106
$1.35M 0.14%
+6,009
107
$1.34M 0.14%
95,910
+73,119
108
$1.34M 0.14%
+48,535
109
$1.34M 0.14%
140,190
+104,027
110
$1.33M 0.14%
48,168
+35,002
111
$1.32M 0.14%
+15,612
112
$1.31M 0.14%
48,316
+33,180
113
$1.31M 0.14%
77,573
+394
114
$1.31M 0.14%
+60,476
115
$1.3M 0.14%
+42,035
116
$1.29M 0.13%
28,393
+22,698
117
$1.29M 0.13%
701
+498
118
$1.29M 0.13%
20,186
-49
119
$1.29M 0.13%
+56,745
120
$1.29M 0.13%
14,351
+33
121
$1.27M 0.13%
41,807
+26,818
122
$1.27M 0.13%
+45,774
123
$1.26M 0.13%
+24,627
124
$1.26M 0.13%
+28,720
125
$1.26M 0.13%
+148,359
3 4
5
6 7