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
201
$810K 0.08%
+30,790
202
$807K 0.08%
+101,293
203
$804K 0.08%
34,311
-3,262
204
$801K 0.08%
+27,004
205
$798K 0.08%
+18,452
206
$796K 0.08%
7,515
+5,518
207
$794K 0.08%
+28,101
208
$794K 0.08%
+19,393
209
$788K 0.08%
7,039
+1,657
210
$786K 0.08%
34,858
+1,600
211
$778K 0.08%
26,611
+823
212
$766K 0.08%
28,054
+1,166
213
$765K 0.08%
+16,973
214
$759K 0.08%
21,330
+3,574
215
$755K 0.08%
18,736
+1,404
216
$750K 0.08%
+7,419
217
$748K 0.08%
8,282
+3,341
218
$748K 0.08%
+4,519
219
$746K 0.08%
14,718
-35,677
220
$745K 0.08%
2,754
+109
221
$739K 0.08%
10,911
+1,851
222
$726K 0.08%
6,179
-116
223
$710K 0.07%
9,306
+3,531
224
$709K 0.07%
9,903
-1,962
225
$702K 0.07%
6,815
+1,335
7 8
9
10 11