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
76
$3.02M 0.23%
24,239
+1,970
77
$3.02M 0.23%
37,498
+5,019
78
$2.99M 0.23%
114,603
+98,616
79
$2.98M 0.23%
34,473
+3,063
80
$2.97M 0.23%
27,971
+5,793
81
$2.97M 0.23%
22,039
+6,181
82
$2.96M 0.23%
71,363
+24,347
83
$2.95M 0.22%
56,154
-2,902
84
$2.92M 0.22%
79,959
+45,762
85
$2.92M 0.22%
33,710
-37,738
86
$2.88M 0.22%
60,603
+25,671
87
$2.85M 0.22%
82,708
+21,572
88
$2.81M 0.21%
23,542
-3,208
89
$2.76M 0.21%
26,315
+8,924
90
$2.71M 0.21%
24,174
+3,849
91
$2.68M 0.2%
36,496
+25,222
92
$2.67M 0.2%
48,471
-27,778
93
$2.66M 0.2%
16,787
+4,984
94
$2.64M 0.2%
68,639
+15,167
95
$2.62M 0.2%
112,318
+4,975
96
$2.54M 0.19%
209,606
+55,698
97
$2.48M 0.19%
20,248
+2,039
98
$2.45M 0.19%
20,128
+1,792
99
$2.44M 0.19%
47,504
+19,364
100
$2.43M 0.19%
54,268
+24,276
2 3
4
5 6