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
26
$8.11M 0.62%
70,370
+9,700
27
$7.45M 0.57%
464,442
+442,047
28
$7.01M 0.54%
114,562
-2,044
29
$6.85M 0.52%
57,818
+32,550
30
$6.68M 0.51%
+232,107
31
$6.51M 0.5%
133,040
+1,447
32
$6.42M 0.49%
200,011
+48,645
33
$6.2M 0.47%
888,336
+839,544
34
$6.18M 0.47%
74,424
+7,924
35
$6.1M 0.47%
65,589
+13,899
36
$5.9M 0.45%
65,322
+7,477
37
$5.8M 0.44%
53,638
+34,555
38
$5.74M 0.44%
106,070
+11,336
39
$5.71M 0.44%
67,660
+32,666
40
$5.4M 0.41%
108,864
+7,438
41
$5.34M 0.41%
173,308
+37,372
42
$5.11M 0.39%
41,691
-44,269
43
$5.01M 0.38%
93,911
+15,981
44
$4.93M 0.38%
48,648
+30,908
45
$4.92M 0.38%
32,476
+13,124
46
$4.85M 0.37%
56,729
+51,616
47
$4.66M 0.36%
336,814
+320,500
48
$4.5M 0.34%
66,600
+38,016
49
$4.45M 0.34%
71,060
+15,337
50
$4.39M 0.34%
125,515
-621
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