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
426
$345K 0.03%
5,022
-813
427
$343K 0.03%
+2,995
428
$342K 0.03%
4,521
+670
429
$341K 0.03%
+6,492
430
$339K 0.03%
7,010
-4,134
431
$337K 0.03%
3,262
+514
432
$335K 0.03%
3,026
+260
433
$334K 0.03%
3,761
+1,207
434
$334K 0.03%
3,367
+158
435
$332K 0.03%
1,436
+589
436
$332K 0.03%
7,163
-5,127
437
$332K 0.03%
+5,511
438
$331K 0.03%
11,440
+3,916
439
$329K 0.03%
11,064
+3,235
440
$329K 0.03%
+7,125
441
$328K 0.03%
6,197
-53
442
$328K 0.03%
12,141
-59,334
443
$328K 0.03%
4,653
+495
444
$328K 0.03%
2,680
+429
445
$326K 0.02%
1,911
-1,539
446
$325K 0.02%
48,953
+28,149
447
$323K 0.02%
14,851
+516
448
$323K 0.02%
+5,996
449
$322K 0.02%
+21,366
450
$320K 0.02%
2,710
+911
16 17
18
19 20