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
$8.05B
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,074
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$23.6M
3
+$22M
4
OAEM icon
OneAscent Emerging Markets ETF
OAEM
+$21.5M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$18.1M

Top Sells

1
+$27M
2
+$24.5M
3
+$23.8M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$20.7M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$20.2M

Sector Composition

1 Technology 13.65%
2 Financials 8.17%
3 Healthcare 6.87%
4 Consumer Discretionary 6.04%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-7,628
2027
– –
-10,731
2028
– –
-4,261
2029
– –
-11,618
2030
– –
-36,786
2031
– –
-29,861
2032
– –
-12,831
2033
– –
-10,028
2034
– –
-2,544
2035
– –
-17,195
2036
– –
-2,134
2037
– –
-1,680
2038
– –
-1,947
2039
– –
-5,807
2040
– –
-7,302
2041
– –
-4,498
2042
– –
-2,694
2043
– –
-7,381
2044
– –
-6,647
2045
– –
-10,637
2046
– –
-10,004
2047
– –
-8,086
2048
– –
-5,640
2049
– –
-14,699
2050
– –
-11,426
79 80 81
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