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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
151
$1.06M 0.11%
22,138
+1,354
152
$1.06M 0.11%
9,346
-47,412
153
$1.04M 0.11%
19,078
+496
154
$1.01M 0.11%
9,714
+217
155
$1.01M 0.11%
22,600
+2,757
156
$1.01M 0.11%
+33,033
157
$1.01M 0.1%
30,348
158
$991K 0.1%
13,162
+3,394
159
$979K 0.1%
15,434
-765
160
$966K 0.1%
17,020
+504
161
$966K 0.1%
+11,972
162
$959K 0.1%
12,346
-280
163
$957K 0.1%
21,064
-6,327
164
$956K 0.1%
15,208
-203
165
$939K 0.1%
+55,490
166
$935K 0.1%
22,335
-1,447
167
$935K 0.1%
24,370
+432
168
$933K 0.1%
14,463
-838
169
$932K 0.1%
14,053
+403
170
$929K 0.1%
12,042
-843
171
$920K 0.1%
36,005
-2,285
172
$918K 0.1%
25,741
+2,195
173
$917K 0.1%
26,783
+1,442
174
$916K 0.1%
23,022
-290,981
175
$909K 0.09%
12,347
+5,715
5 6
7
8 9