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
626
$41K ﹤0.01%
+10,263
627
$36K ﹤0.01%
+10,000
628
$27K ﹤0.01%
10,148
629
$23K ﹤0.01%
1,250
630
$9K ﹤0.01%
2,958
+958
631
– –
-9,158
632
– –
-2,646
633
– –
-10,781
634
– –
-6,767
635
– –
-11,830
636
– –
-5,188
637
– –
-7,553
638
– –
-7,108
639
– –
-43,083
640
– –
-12,685
641
– –
-17,456
642
– –
-4,652
643
– –
-21,794
644
– –
-5,553
645
– –
-5,782
646
– –
-11,278
647
– –
-21,898
648
– –
-13,443
649
– –
-1,153
650
– –
-3,086
24 25
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