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
301
$619K 0.05%
3,766
+93
302
$610K 0.05%
21,370
+6,750
303
$609K 0.05%
2,435
-104
304
$608K 0.05%
21,497
+3,161
305
$604K 0.05%
12,748
+1,719
306
$603K 0.05%
3,914
+2,196
307
$602K 0.05%
22,045
+11,437
308
$601K 0.05%
13,857
+8,883
309
$600K 0.05%
20,877
-252
310
$599K 0.05%
11,665
-2,303
311
$595K 0.05%
14,139
+1,790
312
$595K 0.05%
5,657
+550
313
$592K 0.05%
19,680
+12,552
314
$590K 0.05%
9,489
-1,614
315
$589K 0.04%
12,461
+7,778
316
$586K 0.04%
14,258
-20,496
317
$582K 0.04%
4,759
+1,025
318
$581K 0.04%
+4,805
319
$578K 0.04%
19,873
-5,230
320
$577K 0.04%
6,827
+1,398
321
$577K 0.04%
14,619
+6,355
322
$575K 0.04%
7,469
-1,011
323
$573K 0.04%
10,598
-614
324
$568K 0.04%
21,736
+3,420
325
$552K 0.04%
+12,171
11 12
13
14 15