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
551
$237K 0.02%
6,420
-171
552
$236K 0.02%
557
+81
553
$234K 0.02%
+6,103
554
$234K 0.02%
5,254
+648
555
$233K 0.02%
+3,226
556
$233K 0.02%
+1,294
557
$232K 0.02%
+8,109
558
$232K 0.02%
+1,852
559
$232K 0.02%
+4,832
560
$231K 0.02%
+2,967
561
$231K 0.02%
+11,539
562
$231K 0.02%
+4,288
563
$231K 0.02%
+6,019
564
$230K 0.02%
4,384
-4,280
565
$229K 0.02%
+4,072
566
$229K 0.02%
+3,932
567
$227K 0.02%
+3,137
568
$226K 0.02%
2,139
-1,219
569
$225K 0.02%
+22,295
570
$221K 0.02%
+6,628
571
$221K 0.02%
+6,953
572
$219K 0.02%
3,472
-1,082
573
$219K 0.02%
8,970
+346
574
$219K 0.02%
+5,589
575
$219K 0.02%
+2,825
21 22
23
24 25