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
$910M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$35.7M
3
+$18.8M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.9M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$12.9M

Top Sells

1
+$13.5M
2
+$11.3M
3
+$5.95M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.04M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.21M

Sector Composition

1 Healthcare 3.59%
2 Technology 2.76%
3 Financials 2.48%
4 Communication Services 2.35%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.87M 0.21%
73,139
-6,631
77
$1.85M 0.2%
35,242
+16,266
78
$1.84M 0.2%
25,251
+3,157
79
$1.84M 0.2%
132,224
+3,341
80
$1.75M 0.19%
12,797
+1,087
81
$1.74M 0.19%
42,855
+5,088
82
$1.74M 0.19%
35,424
+382
83
$1.71M 0.19%
14,845
+506
84
$1.68M 0.18%
41,848
+1,114
85
$1.68M 0.18%
26,362
+2,293
86
$1.65M 0.18%
16,848
+1,454
87
$1.65M 0.18%
+68,132
88
$1.62M 0.18%
13,121
+2,313
89
$1.61M 0.18%
14,847
+621
90
$1.57M 0.17%
27,764
+5,304
91
$1.52M 0.17%
+22,317
92
$1.49M 0.16%
16,345
+1,169
93
$1.48M 0.16%
82,908
+6,203
94
$1.43M 0.16%
+65,590
95
$1.43M 0.16%
13,530
-287
96
$1.4M 0.15%
56,628
+15,263
97
$1.4M 0.15%
346,258
-25,513
98
$1.37M 0.15%
13,844
+1,569
99
$1.35M 0.15%
19,876
-3,903
100
$1.34M 0.15%
47,164
+5,888
2 3
4
5 6