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
251
$1.03M 0.07%
11,300
+3,831
252
$1.02M 0.07%
8,633
-365
253
$1.02M 0.07%
+20,083
254
$1.02M 0.07%
47,834
+2,240
255
$1.01M 0.07%
16,015
-163
256
$1M 0.07%
8,696
+1,554
257
$1M 0.07%
17,409
-10,133
258
$1M 0.07%
47,148
+5,018
259
$999K 0.07%
21,222
+548
260
$997K 0.06%
20,075
+224
261
$991K 0.06%
30,876
+576
262
$990K 0.06%
46,298
+5,486
263
$981K 0.06%
+9,319
264
$979K 0.06%
5,921
-746
265
$974K 0.06%
+61,872
266
$969K 0.06%
11,782
+2,213
267
$967K 0.06%
8,964
+305
268
$967K 0.06%
16,160
+1,245
269
$961K 0.06%
33,367
+6,035
270
$961K 0.06%
11,151
+2,008
271
$959K 0.06%
4,173
+1,164
272
$954K 0.06%
39,687
+7,614
273
$931K 0.06%
8,277
+2,086
274
$930K 0.06%
5,514
+691
275
$929K 0.06%
+40,860
9 10
11
12 13