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
401
$377K 0.03%
4,951
-1,148
402
$374K 0.03%
11,748
+3,734
403
$374K 0.03%
+13,518
404
$373K 0.03%
3,692
-695
405
$372K 0.03%
1,998
+573
406
$371K 0.03%
+4,765
407
$371K 0.03%
20,185
+2,487
408
$369K 0.03%
+5,080
409
$368K 0.03%
+2,855
410
$366K 0.03%
5,160
+1,733
411
$365K 0.03%
6,955
-1,762
412
$363K 0.03%
3,928
+1,281
413
$363K 0.03%
16,394
-808
414
$363K 0.03%
20,250
+2,768
415
$360K 0.03%
+13,645
416
$359K 0.03%
8,216
+3,168
417
$358K 0.03%
4,790
-814
418
$356K 0.03%
15,392
+2,520
419
$355K 0.03%
14,277
+955
420
$354K 0.03%
51,168
+10,904
421
$353K 0.03%
962
+290
422
$352K 0.03%
13,400
+645
423
$351K 0.03%
+4,801
424
$351K 0.03%
3,670
-2,074
425
$345K 0.03%
+1,691
15 16
17
18 19