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
$910M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$35.7M
3
+$18.8M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.9M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$12.9M

Top Sells

1
+$13.5M
2
+$11.3M
3
+$5.95M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.04M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.21M

Sector Composition

1 Healthcare 3.59%
2 Technology 2.76%
3 Financials 2.48%
4 Communication Services 2.35%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$284K 0.03%
1,458
+103
327
$284K 0.03%
3,989
+1,159
328
$284K 0.03%
3,651
+526
329
$284K 0.03%
2,575
-4,273
330
$283K 0.03%
3,418
+35
331
$275K 0.03%
2,434
+211
332
$274K 0.03%
+4,969
333
$273K 0.03%
5,030
+384
334
$273K 0.03%
+4,168
335
$271K 0.03%
+3,466
336
$271K 0.03%
2,105
+107
337
$268K 0.03%
6,261
-147
338
$267K 0.03%
+15,654
339
$258K 0.03%
+2,205
340
$258K 0.03%
18,388
+3,342
341
$256K 0.03%
+3,230
342
$254K 0.03%
36,815
+2,985
343
$253K 0.03%
900
+193
344
$249K 0.03%
16,445
+1,905
345
$247K 0.03%
3,683
+208
346
$246K 0.03%
+7,142
347
$246K 0.03%
+4,711
348
$246K 0.03%
+2,510
349
$245K 0.03%
3,311
+678
350
$244K 0.03%
+793
12 13
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