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
101
$2.4M 0.18%
35,194
+24,676
102
$2.39M 0.18%
18,149
+2,444
103
$2.39M 0.18%
60,260
+2,580
104
$2.38M 0.18%
16,737
+649
105
$2.37M 0.18%
22,693
+2,139
106
$2.3M 0.18%
19,344
+2,941
107
$2.3M 0.18%
20,301
+3,959
108
$2.29M 0.17%
65,762
+48,424
109
$2.24M 0.17%
21,518
+3,341
110
$2.23M 0.17%
57,820
-10,900
111
$2.23M 0.17%
28,600
+3,289
112
$2.21M 0.17%
26,337
+1,973
113
$2.17M 0.17%
100,827
+85,670
114
$2.14M 0.16%
28,470
+21,387
115
$2.13M 0.16%
43,379
+18,216
116
$2.12M 0.16%
29,599
+2,533
117
$2.11M 0.16%
20,532
+777
118
$2.1M 0.16%
34,982
+990
119
$2.09M 0.16%
18,971
-19,618
120
$2.09M 0.16%
+38,534
121
$2.08M 0.16%
81,957
+7,043
122
$2.08M 0.16%
35,512
+5,387
123
$2.05M 0.16%
25,974
+9,435
124
$2.04M 0.16%
28,579
+23,554
125
$2.03M 0.16%
52,897
+1,118
3 4
5
6 7