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
$1.31B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.8M
3
+$9.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.96M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.09M

Top Sells

1
+$19.8M
2
+$7.91M
3
+$5.42M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.27M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.2M

Sector Composition

1 Technology 4.86%
2 Healthcare 4.45%
3 Financials 3.72%
4 Industrials 3.41%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06M 0.08%
35,241
+1,089
227
$1.05M 0.08%
7,475
+1,531
228
$1.01M 0.08%
28,346
+3,474
229
$1M 0.08%
8,998
+3,333
230
$999K 0.08%
13,489
+5,621
231
$995K 0.08%
25,210
+2,353
232
$993K 0.08%
20,674
-20,405
233
$981K 0.07%
13,438
+1,509
234
$977K 0.07%
+33,607
235
$975K 0.07%
43,110
+1,218
236
$966K 0.07%
45,594
+368
237
$958K 0.07%
6,667
+932
238
$957K 0.07%
+16,178
239
$941K 0.07%
7,125
+1,220
240
$939K 0.07%
26,204
-44,007
241
$912K 0.07%
34,471
+6,270
242
$907K 0.07%
37,430
+5,766
243
$905K 0.07%
30,300
+2,780
244
$899K 0.07%
12,467
-987
245
$891K 0.07%
42,130
+22
246
$886K 0.07%
14,915
+1,660
247
$883K 0.07%
+32,018
248
$883K 0.07%
18,413
-14,744
249
$881K 0.07%
8,547
+2,602
250
$865K 0.07%
40,812
+87
8 9
10
11 12