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
276
$718K 0.05%
5,086
+586
277
$715K 0.05%
16,529
+7,998
278
$714K 0.05%
10,343
+1,739
279
$713K 0.05%
+112,622
280
$711K 0.05%
21,615
+7,625
281
$711K 0.05%
5,931
-464
282
$709K 0.05%
14,413
+1,247
283
$707K 0.05%
+26,496
284
$696K 0.05%
26,305
-1,109
285
$694K 0.05%
12,312
+2,832
286
$687K 0.05%
+7,924
287
$681K 0.05%
9,569
-4,589
288
$679K 0.05%
6,926
+273
289
$669K 0.05%
+19,341
290
$662K 0.05%
17,117
+811
291
$658K 0.05%
8,890
-645
292
$656K 0.05%
6,374
+1,596
293
$652K 0.05%
7,469
+1,075
294
$647K 0.05%
31,712
-54,651
295
$646K 0.05%
+43,281
296
$642K 0.05%
8,207
-37
297
$639K 0.05%
17,603
+8,013
298
$639K 0.05%
6,191
+1,746
299
$636K 0.05%
6,548
+1,350
300
$625K 0.05%
12,986
+2,736
10 11
12
13 14