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
126
$1.07M 0.12%
50,792
-360
127
$1.05M 0.12%
17,773
+5,721
128
$1.04M 0.11%
15,557
+1,412
129
$1.04M 0.11%
9,403
-194
130
$1.04M 0.11%
18,613
+2,266
131
$1.03M 0.11%
45,728
-754
132
$1.02M 0.11%
13,319
+703
133
$1.02M 0.11%
21,734
+3,111
134
$1.02M 0.11%
+12,141
135
$1.02M 0.11%
23,107
+16,037
136
$1.02M 0.11%
19,790
+4,700
137
$1.01M 0.11%
24,430
+2,393
138
$1.01M 0.11%
20,779
-441
139
$1.01M 0.11%
9,194
+4,303
140
$1M 0.11%
11,725
+3,056
141
$1M 0.11%
20,009
+3,512
142
$999K 0.11%
6,570
+578
143
$979K 0.11%
21,343
+347
144
$976K 0.11%
14,545
+1,179
145
$973K 0.11%
7,857
+3,824
146
$964K 0.11%
+16,940
147
$964K 0.11%
14,808
+2,683
148
$963K 0.11%
43,595
-430
149
$959K 0.11%
10,249
+1,539
150
$948K 0.1%
45,206
-152
4 5
6
7 8