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
176
$1.64M 0.13%
67,331
+1,944
177
$1.61M 0.12%
97,984
+34,874
178
$1.6M 0.12%
31,631
+17,940
179
$1.6M 0.12%
+69,266
180
$1.6M 0.12%
105,131
+56,803
181
$1.59M 0.12%
+8,053
182
$1.59M 0.12%
15,237
-140
183
$1.58M 0.12%
32,370
+7,366
184
$1.57M 0.12%
57,173
+29,150
185
$1.57M 0.12%
10,519
+1,142
186
$1.56M 0.12%
60,500
+40,558
187
$1.55M 0.12%
27,542
+928
188
$1.53M 0.12%
+169,442
189
$1.48M 0.11%
+24,920
190
$1.48M 0.11%
50,102
+2,412
191
$1.48M 0.11%
23,944
-510
192
$1.48M 0.11%
+43,732
193
$1.46M 0.11%
13,144
-414
194
$1.44M 0.11%
65,304
+14,006
195
$1.43M 0.11%
24,609
+5,797
196
$1.41M 0.11%
28,163
-14,799
197
$1.39M 0.11%
+53,852
198
$1.39M 0.11%
16,732
+6,778
199
$1.38M 0.11%
11,289
-1,566
200
$1.36M 0.1%
14,081
+845
6 7
8
9 10