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
$1.54B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$17.8M
3
+$10.1M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.23M

Top Sells

1
+$12.4M
2
+$8.89M
3
+$6.98M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.8M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.56M

Sector Composition

1 Technology 5.33%
2 Healthcare 4.44%
3 Financials 3.93%
4 Industrials 3.34%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.33M 0.09%
47,575
-517
227
$1.32M 0.09%
48,604
+6,376
228
$1.25M 0.08%
24,953
+320
229
$1.25M 0.08%
30,875
+25,286
230
$1.25M 0.08%
+5
231
$1.25M 0.08%
8,400
+925
232
$1.24M 0.08%
+48,056
233
$1.22M 0.08%
+39,746
234
$1.22M 0.08%
28,381
+3,171
235
$1.21M 0.08%
17,414
+3,925
236
$1.21M 0.08%
8,877
+1,752
237
$1.16M 0.08%
10,675
-42,963
238
$1.15M 0.07%
56,641
+24,929
239
$1.14M 0.07%
+94,060
240
$1.13M 0.07%
21,328
-3,920
241
$1.13M 0.07%
26,092
+14,336
242
$1.13M 0.07%
19,064
-5,856
243
$1.11M 0.07%
+52,683
244
$1.1M 0.07%
21,970
+9,509
245
$1.1M 0.07%
38,042
+4,435
246
$1.09M 0.07%
7,102
+2,016
247
$1.07M 0.07%
29,170
+824
248
$1.07M 0.07%
44,141
+6,182
249
$1.06M 0.07%
31,032
+9,417
250
$1.05M 0.07%
46,302
+3,192
8 9
10
11 12