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
$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
126
$1.25M 0.13%
18,044
+768
127
$1.25M 0.13%
42,968
+29,028
128
$1.25M 0.13%
14,735
+493
129
$1.24M 0.13%
43,305
+27,950
130
$1.23M 0.13%
27,516
+11,957
131
$1.21M 0.13%
36,584
+2,989
132
$1.21M 0.13%
27,677
+21,341
133
$1.21M 0.13%
28,463
+21,616
134
$1.21M 0.13%
+53,468
135
$1.21M 0.13%
+65,981
136
$1.21M 0.13%
+73,000
137
$1.2M 0.13%
44,475
-456
138
$1.16M 0.12%
21,484
+10,388
139
$1.15M 0.12%
12,549
+3,497
140
$1.15M 0.12%
+22,098
141
$1.14M 0.12%
+14,480
142
$1.14M 0.12%
+55,655
143
$1.14M 0.12%
29,534
+1,280
144
$1.13M 0.12%
30,227
+604
145
$1.13M 0.12%
14,193
-1,592
146
$1.13M 0.12%
22,058
+6,980
147
$1.11M 0.12%
+28,474
148
$1.07M 0.11%
28,350
+10,640
149
$1.07M 0.11%
+39,090
150
$1.06M 0.11%
25,737
-184
4 5
6
7 8