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
201
$1.34M 0.1%
8,607
+2,156
202
$1.33M 0.1%
48,092
+3,802
203
$1.33M 0.1%
18,081
+4,472
204
$1.33M 0.1%
17,309
+1,879
205
$1.32M 0.1%
7,826
+3,468
206
$1.32M 0.1%
15,251
+4,429
207
$1.31M 0.1%
+25,248
208
$1.31M 0.1%
+52,022
209
$1.3M 0.1%
8,119
+858
210
$1.3M 0.1%
12,362
+2,458
211
$1.29M 0.1%
23,316
+1,975
212
$1.29M 0.1%
15,014
+7,817
213
$1.28M 0.1%
29,070
-5,827
214
$1.28M 0.1%
20,315
+2,810
215
$1.27M 0.1%
33,398
+2,499
216
$1.24M 0.09%
24,633
+7,647
217
$1.22M 0.09%
21,847
+13,051
218
$1.2M 0.09%
12,808
+1,904
219
$1.2M 0.09%
23,635
+2,080
220
$1.19M 0.09%
33,067
+4,505
221
$1.16M 0.09%
+23,945
222
$1.14M 0.09%
5,410
+252
223
$1.1M 0.08%
+10,781
224
$1.09M 0.08%
7,492
-459
225
$1.07M 0.08%
42,228
+1,149
7 8
9
10 11