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
176
$737K 0.08%
26,906
+2,600
177
$729K 0.08%
15,642
+2,323
178
$721K 0.08%
26,396
+6,536
179
$714K 0.08%
12,807
+409
180
$708K 0.08%
8,170
+1,925
181
$704K 0.08%
9,939
+1,157
182
$694K 0.08%
5,911
+997
183
$680K 0.07%
8,751
+483
184
$678K 0.07%
+32,232
185
$674K 0.07%
24,825
+2,349
186
$670K 0.07%
14,524
+3,849
187
$669K 0.07%
11,640
+5,028
188
$669K 0.07%
12,846
+735
189
$668K 0.07%
+15,468
190
$663K 0.07%
+33,216
191
$659K 0.07%
+24,111
192
$649K 0.07%
12,980
+667
193
$635K 0.07%
9,404
-3,744
194
$632K 0.07%
10,023
+166
195
$632K 0.07%
8,566
+2,620
196
$628K 0.07%
15,530
+2,377
197
$623K 0.07%
29,580
+2,770
198
$622K 0.07%
8,899
+979
199
$621K 0.07%
9,988
+11
200
$592K 0.07%
38,976
+7,769
6 7
8
9 10