AI
Atria Investments Portfolio holdings
AUM
$8.47B
1-Year Return
17.45%
This Quarter Return
+3.74%
1 Year Return
+17.45%
3 Year Return
+62.94%
5 Year Return
+103.24%
10 Year Return
+229.32%
AUM
$910M
AUM Growth
+$186M
(+26%)
Cap. Flow
+$195M
Cap. Flow
% of AUM
21.44%
Top 10 Holdings %
Top 10 Hldgs %
45.84%
Holding
425
New
83
Increased
246
Reduced
65
Closed
29
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$40.2M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$35.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$18.8M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$14.9M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$12.9M |
Top Sells
Sector Composition
| 1 | Healthcare | 3.59% |
| 2 | Technology | 2.76% |
| 3 | Financials | 2.48% |
| 4 | Communication Services | 2.35% |
| 5 | Consumer Staples | 2.28% |
