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
$5.71B
AUM Growth
+$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$39.7M
3
+$39M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.1M

Top Sells

1
+$23.9M
2
+$18.4M
3
+$16.6M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.6M
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$11.1M

Sector Composition

1 Technology 11.69%
2 Healthcare 7.35%
3 Financials 7.16%
4 Consumer Discretionary 5%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.9M 0.14%
18,196
-136
177
$7.88M 0.14%
371,215
+14,302
178
$7.75M 0.14%
76,407
+5,918
179
$7.74M 0.14%
205,187
-27,534
180
$7.7M 0.13%
29,510
+2,890
181
$7.68M 0.13%
234,579
-48,776
182
$7.67M 0.13%
25,065
+2,885
183
$7.67M 0.13%
122,214
+10,455
184
$7.65M 0.13%
30,621
+931
185
$7.5M 0.13%
65,774
-1,638
186
$7.5M 0.13%
40,648
-221
187
$7.41M 0.13%
415,161
+140,316
188
$7.4M 0.13%
79,281
-5,677
189
$7.3M 0.13%
30,714
-563
190
$7.25M 0.13%
127,946
+18,225
191
$7.24M 0.13%
146,053
-16,236
192
$7.11M 0.12%
103,380
-135
193
$7.08M 0.12%
55,792
+15,927
194
$7.07M 0.12%
92,546
+965
195
$7.04M 0.12%
132,594
-18,629
196
$6.99M 0.12%
+157,075
197
$6.96M 0.12%
64,805
+601
198
$6.96M 0.12%
150,897
+19,712
199
$6.94M 0.12%
45,744
+8,235
200
$6.93M 0.12%
3,389
-132
6 7
8
9 10