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
501
$274K 0.02%
+6,784
502
$272K 0.02%
762
+117
503
$272K 0.02%
+3,728
504
$272K 0.02%
+5,150
505
$271K 0.02%
2,303
+844
506
$270K 0.02%
9,594
+745
507
$267K 0.02%
5,391
+22
508
$267K 0.02%
3,949
+231
509
$267K 0.02%
+4,884
510
$265K 0.02%
5,218
+504
511
$265K 0.02%
+6,402
512
$265K 0.02%
+4,950
513
$262K 0.02%
+3,199
514
$261K 0.02%
7,762
+1,147
515
$259K 0.02%
+4,098
516
$258K 0.02%
+2,963
517
$258K 0.02%
+4,427
518
$258K 0.02%
+747
519
$258K 0.02%
1,452
+151
520
$257K 0.02%
+2,224
521
$257K 0.02%
1,676
+163
522
$256K 0.02%
+4,832
523
$255K 0.02%
+14,180
524
$255K 0.02%
+4,303
525
$254K 0.02%
+2,945
19 20
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