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
451
$319K 0.02%
+9,820
452
$319K 0.02%
4,467
+1,249
453
$317K 0.02%
+11,304
454
$316K 0.02%
+6,546
455
$314K 0.02%
+3,738
456
$313K 0.02%
4,871
+981
457
$311K 0.02%
5,230
+1,640
458
$310K 0.02%
17,540
-4,060
459
$310K 0.02%
5,507
-462
460
$309K 0.02%
6,252
+537
461
$308K 0.02%
3,563
+756
462
$308K 0.02%
+2,397
463
$306K 0.02%
2,418
+903
464
$303K 0.02%
2,270
+154
465
$302K 0.02%
31,814
+1,103
466
$301K 0.02%
18,232
+7,413
467
$301K 0.02%
5,588
+377
468
$300K 0.02%
11,160
-1,087
469
$299K 0.02%
30,397
+13,378
470
$298K 0.02%
+15,888
471
$297K 0.02%
+7,598
472
$296K 0.02%
+2,417
473
$295K 0.02%
11,707
-15,430
474
$290K 0.02%
3,338
+668
475
$290K 0.02%
7,107
+359
17 18
19
20 21