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
126
$2.03M 0.15%
39,985
+489
127
$2.03M 0.15%
41,894
+30,074
128
$2.02M 0.15%
18,385
-10,656
129
$2.01M 0.15%
12,565
+1,115
130
$2.01M 0.15%
17,142
-840
131
$1.99M 0.15%
65,697
+25,210
132
$1.99M 0.15%
34,496
-19,804
133
$1.99M 0.15%
21,418
+6,812
134
$1.98M 0.15%
104,884
+1,122
135
$1.96M 0.15%
60,204
+894
136
$1.94M 0.15%
23,108
+161
137
$1.92M 0.15%
11,100
-575
138
$1.89M 0.14%
24,344
+11,178
139
$1.87M 0.14%
+52,779
140
$1.85M 0.14%
63,226
+29,718
141
$1.85M 0.14%
51,004
+5,496
142
$1.84M 0.14%
28,158
+11,671
143
$1.82M 0.14%
27,909
-12,519
144
$1.82M 0.14%
22,019
-95,843
145
$1.81M 0.14%
14,065
+7,411
146
$1.79M 0.14%
39,125
+18,700
147
$1.79M 0.14%
51,368
+1,844
148
$1.79M 0.14%
+56,799
149
$1.77M 0.14%
42,086
+12,367
150
$1.77M 0.13%
+34,021
4 5
6
7 8