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
376
$431K 0.03%
6,391
+911
377
$428K 0.03%
29,621
+3,509
378
$425K 0.03%
23,857
+5,411
379
$425K 0.03%
1,015
+331
380
$423K 0.03%
9,273
+2,652
381
$422K 0.03%
15,096
+372
382
$422K 0.03%
15,041
+3,914
383
$421K 0.03%
+1,463
384
$420K 0.03%
16,660
+760
385
$414K 0.03%
3,451
+902
386
$413K 0.03%
3,521
+380
387
$411K 0.03%
+14,626
388
$411K 0.03%
4,598
+88
389
$409K 0.03%
7,997
+1,577
390
$400K 0.03%
32,310
+5,130
391
$399K 0.03%
8,018
-12,970
392
$396K 0.03%
8,927
-18,172
393
$393K 0.03%
2,615
+717
394
$391K 0.03%
3,963
+1,121
395
$391K 0.03%
5,957
+2,004
396
$388K 0.03%
12,012
+887
397
$388K 0.03%
9,188
+171
398
$387K 0.03%
+4,880
399
$381K 0.03%
10,120
+2,092
400
$378K 0.03%
+10,467
14 15
16
17 18