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
476
$290K 0.02%
2,390
-453
477
$289K 0.02%
+108,440
478
$289K 0.02%
10,723
+1,868
479
$288K 0.02%
+4,522
480
$288K 0.02%
+2,956
481
$288K 0.02%
+5,278
482
$287K 0.02%
7,475
+935
483
$284K 0.02%
11,541
+506
484
$284K 0.02%
5,576
+1,103
485
$283K 0.02%
+5,152
486
$283K 0.02%
+1,849
487
$283K 0.02%
4,128
+232
488
$282K 0.02%
8,903
+587
489
$280K 0.02%
+6,334
490
$280K 0.02%
+3,046
491
$279K 0.02%
5,256
-2,519
492
$279K 0.02%
+7,149
493
$279K 0.02%
+9,738
494
$279K 0.02%
+11,201
495
$278K 0.02%
+4,481
496
$278K 0.02%
30,642
-6,931
497
$277K 0.02%
3,625
+577
498
$276K 0.02%
+9,560
499
$275K 0.02%
3,656
+441
500
$274K 0.02%
+4,874
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