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
576
$218K 0.02%
+7,119
577
$217K 0.02%
19,761
+2,915
578
$217K 0.02%
+3,578
579
$215K 0.02%
4,389
+217
580
$215K 0.02%
6,239
+457
581
$215K 0.02%
+2,144
582
$215K 0.02%
3,845
-26,335
583
$214K 0.02%
+4,301
584
$214K 0.02%
1,598
+139
585
$214K 0.02%
+4,064
586
$213K 0.02%
+6,149
587
$211K 0.02%
+6,599
588
$210K 0.02%
+16,224
589
$210K 0.02%
12,559
+1,754
590
$209K 0.02%
+3,932
591
$209K 0.02%
+13,420
592
$209K 0.02%
+3,293
593
$209K 0.02%
+2,091
594
$209K 0.02%
+2,523
595
$209K 0.02%
3,167
+1,049
596
$206K 0.02%
+17,528
597
$206K 0.02%
6,954
+842
598
$206K 0.02%
6,187
+1,025
599
$205K 0.02%
+2,411
600
$204K 0.02%
+3,115
22 23
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