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
376
$216K 0.02%
+6,906
377
$210K 0.02%
+2,477
378
$209K 0.02%
2,930
+302
379
$207K 0.02%
6,794
+321
380
$202K 0.02%
4,982
+369
381
$200K 0.02%
7,102
382
$179K 0.02%
27,629
+7,248
383
$172K 0.02%
+12,875
384
$157K 0.02%
+19,490
385
$138K 0.02%
12,607
+1,241
386
$138K 0.02%
21,325
+500
387
$132K 0.01%
3,882
+361
388
$127K 0.01%
17,826
+2,403
389
$124K 0.01%
+45,097
390
$118K 0.01%
3,096
-393
391
$112K 0.01%
17,483
+3,456
392
$109K 0.01%
26,795
+4,450
393
$96K 0.01%
18,540
-35
394
$84K 0.01%
+15,591
395
$68K 0.01%
13,169
-328
396
$8K ﹤0.01%
2,483
+100
397
– –
-6,329
398
– –
-3,780
399
– –
-3,278
400
– –
-3,503
13 14 15
16
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