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
151
$1.76M 0.13%
+56,693
152
$1.76M 0.13%
27,016
+6,633
153
$1.75M 0.13%
1,195
+301
154
$1.75M 0.13%
20,420
+7,698
155
$1.75M 0.13%
45,092
+878
156
$1.73M 0.13%
14,947
+715
157
$1.73M 0.13%
+50,693
158
$1.73M 0.13%
35,605
+15,393
159
$1.72M 0.13%
14,665
+2,336
160
$1.72M 0.13%
+120,746
161
$1.71M 0.13%
+24,396
162
$1.71M 0.13%
114,950
+48,261
163
$1.7M 0.13%
+54,912
164
$1.7M 0.13%
44,547
+17,278
165
$1.7M 0.13%
+73,035
166
$1.7M 0.13%
33,757
+13,561
167
$1.69M 0.13%
76,216
+1,821
168
$1.67M 0.13%
+72,645
169
$1.67M 0.13%
29,090
+10,397
170
$1.67M 0.13%
45,414
+22,658
171
$1.67M 0.13%
12,439
+1,036
172
$1.67M 0.13%
24,836
+10,414
173
$1.66M 0.13%
14,970
-131
174
$1.66M 0.13%
85,460
+30,233
175
$1.65M 0.13%
69,362
+36,786
5 6
7
8 9