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
51
$4.3M 0.33%
51,094
+14,123
52
$4.16M 0.32%
79,548
-6,629
53
$4M 0.31%
52,800
+9,180
54
$3.96M 0.3%
130,890
+54,942
55
$3.92M 0.3%
69,737
+19,290
56
$3.79M 0.29%
32,224
+17,357
57
$3.77M 0.29%
32,933
+19,390
58
$3.6M 0.27%
31,536
+17,208
59
$3.5M 0.27%
48,162
-5,322
60
$3.5M 0.27%
76,198
-432,341
61
$3.47M 0.26%
46,232
+23,914
62
$3.45M 0.26%
11,442
+2,004
63
$3.43M 0.26%
132,930
+4,540
64
$3.42M 0.26%
35,688
+18,737
65
$3.4M 0.26%
37,181
+14,273
66
$3.39M 0.26%
38,031
-5,730
67
$3.34M 0.25%
69,173
+13,735
68
$3.31M 0.25%
38,905
+6,251
69
$3.25M 0.25%
86,820
-2,760
70
$3.23M 0.25%
57,948
+12,498
71
$3.11M 0.24%
73,182
-11,577
72
$3.04M 0.23%
62,703
+26,542
73
$3.04M 0.23%
27,766
-9,783
74
$3.03M 0.23%
123,047
+9,482
75
$3.02M 0.23%
18,521
+4,919
1 2
3
4 5