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
601
$204K 0.02%
+3,261
602
$203K 0.02%
+3,147
603
$203K 0.02%
+4,834
604
$202K 0.02%
+3,879
605
$202K 0.02%
3,402
-18,118
606
$200K 0.02%
6,222
-1,812
607
$200K 0.02%
+4,321
608
$199K 0.02%
+11,409
609
$196K 0.02%
+1,312
610
$186K 0.01%
+11,005
611
$185K 0.01%
10,022
612
$178K 0.01%
34,743
+3,577
613
$173K 0.01%
34,405
+6,399
614
$172K 0.01%
+10,679
615
$170K 0.01%
7,235
-2,324
616
$168K 0.01%
+11,947
617
$165K 0.01%
10,136
-192
618
$147K 0.01%
81,120
+18,912
619
$142K 0.01%
+10,470
620
$118K 0.01%
15,674
+2,388
621
$93K 0.01%
+13,603
622
$85K 0.01%
11,101
+942
623
$69K 0.01%
22,181
+856
624
$66K 0.01%
+10,715
625
$48K ﹤0.01%
+12,724
23 24
25
26 27