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
251
$855K 0.07%
37,959
+698
252
$833K 0.06%
23,256
+4,682
253
$830K 0.06%
2,182
+252
254
$827K 0.06%
7,975
+3,093
255
$826K 0.06%
4,823
+831
256
$821K 0.06%
5,674
+654
257
$815K 0.06%
19,851
+7,202
258
$811K 0.06%
19,328
+5,908
259
$800K 0.06%
9,033
+6,660
260
$794K 0.06%
47,260
+2,732
261
$788K 0.06%
39,999
+12,101
262
$783K 0.06%
11,041
+327
263
$782K 0.06%
+11,337
264
$772K 0.06%
18,962
+963
265
$763K 0.06%
15,641
+4,303
266
$760K 0.06%
8,659
+675
267
$759K 0.06%
+27,332
268
$758K 0.06%
9,143
+729
269
$757K 0.06%
10,218
+402
270
$753K 0.06%
18,689
+13,830
271
$752K 0.06%
11,233
+5,145
272
$742K 0.06%
7,142
+1,755
273
$739K 0.06%
32,073
-37,188
274
$720K 0.05%
3,009
+712
275
$718K 0.05%
+23,878
9 10
11
12 13