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
351
$480K 0.04%
14,102
-4,838
352
$479K 0.04%
6,999
+866
353
$474K 0.04%
+8,538
354
$473K 0.04%
6,642
-3,057
355
$473K 0.04%
+10,085
356
$467K 0.04%
+22,323
357
$466K 0.04%
13,496
+1,279
358
$466K 0.04%
6,455
+2,734
359
$466K 0.04%
+13,752
360
$460K 0.04%
2,078
+517
361
$460K 0.04%
+8,897
362
$456K 0.03%
9,061
-1,115
363
$455K 0.03%
14,286
-44,689
364
$452K 0.03%
10,326
-31,083
365
$451K 0.03%
6,371
+514
366
$447K 0.03%
6,810
-1,390
367
$445K 0.03%
4,212
-85
368
$445K 0.03%
11,534
-387
369
$443K 0.03%
+12,842
370
$440K 0.03%
6,954
-3,111
371
$438K 0.03%
17,981
+4,569
372
$436K 0.03%
19,654
+6,495
373
$435K 0.03%
+6,967
374
$433K 0.03%
1,527
+254
375
$432K 0.03%
+4,444
13 14
15
16 17