Atria Investments, Inc
|Atria Investments, Inc|
|Last update 2023-05-11||807 Stocks (117 new)|
|Value $5.27 Bil||Turnover 15 %|
Top Holdings: IVV(2.39%) MSFT(2.23%) BSV(2.10%) OACP(1.90%) OAIM(1.56%)Portfolio Report
Atria Investments, Inc has disclosed 807 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-03-31. The current portfolio value is calculated to be $5.27 Bil. The turnover rate is 15%.
In Atria Investments, Inc's current portfolio as of 2023-03-31, the top 5 holdings are iShares Core S&P 500 ETF (IVV), Microsoft Corp (MSFT), Vanguard Short-Term Bond ETF (BSV), OneAscent Core Plus Bond ETF (OACP), OneAscent International Equity ETF (OAIM), not including call and put options. Atria Investments, Inc did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Atria Investments, Inc, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Atria Investments, Inc, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Atria Investments, Inc.
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