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
351
$241K 0.03%
4,897
-4,578
352
$241K 0.03%
+3,169
353
$240K 0.03%
7,385
+1,208
354
$239K 0.03%
5,833
+422
355
$238K 0.03%
15,364
+3,358
356
$237K 0.03%
+1,302
357
$236K 0.03%
4,506
+180
358
$236K 0.03%
+144,964
359
$234K 0.03%
+2,483
360
$234K 0.03%
6,617
-40
361
$231K 0.03%
+1,535
362
$231K 0.03%
+2,700
363
$227K 0.02%
+12,322
364
$227K 0.02%
1,282
-2,211
365
$226K 0.02%
+2,948
366
$226K 0.02%
+3,325
367
$226K 0.02%
5,593
-507
368
$225K 0.02%
+4,374
369
$224K 0.02%
+10,782
370
$223K 0.02%
12,840
+422
371
$221K 0.02%
+2,745
372
$218K 0.02%
+59,359
373
$218K 0.02%
28,761
+3,101
374
$217K 0.02%
+2,035
375
$217K 0.02%
+19,510
13 14
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