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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
176
$908K 0.09%
58,060
+8,120
177
$906K 0.09%
29,046
-791
178
$901K 0.09%
+19,557
179
$895K 0.09%
8,963
+849
180
$879K 0.09%
17,015
-1,850
181
$877K 0.09%
14,198
-2,768
182
$873K 0.09%
9,558
+607
183
$872K 0.09%
+21,134
184
$870K 0.09%
13,645
+506
185
$869K 0.09%
+24,998
186
$867K 0.09%
24,924
+6,924
187
$866K 0.09%
18,549
+3,974
188
$857K 0.09%
7,441
+686
189
$849K 0.09%
+35,439
190
$847K 0.09%
+39,516
191
$843K 0.09%
+43,621
192
$843K 0.09%
17,710
+3,131
193
$840K 0.09%
18,785
+1,325
194
$837K 0.09%
+15,180
195
$835K 0.09%
+53,980
196
$834K 0.09%
+19,295
197
$833K 0.09%
+30,979
198
$830K 0.09%
+66,864
199
$821K 0.09%
+53,342
200
$811K 0.08%
+34,330
6 7
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