AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
907
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$14.4M
3
+$10.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.83M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.55M

Top Sells

1
+$28.8M
2
+$10.7M
3
+$9.65M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.65M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$5.6M

Sector Composition

1 Technology 5.47%
2 Financials 4.8%
3 Healthcare 4.52%
4 Industrials 3.56%
5 Consumer Discretionary 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.58M 0.08%
8,774
-772
252
$1.57M 0.08%
27,588
+3,319
253
$1.57M 0.08%
8,254
+364
254
$1.53M 0.08%
37,907
+7,093
255
$1.52M 0.08%
18,941
+2,757
256
$1.51M 0.08%
4,756
+950
257
$1.5M 0.07%
23,295
+5,759
258
$1.49M 0.07%
10,216
+1,146
259
$1.49M 0.07%
5
260
$1.48M 0.07%
139,176
+30,744
261
$1.45M 0.07%
16,818
+1,256
262
$1.44M 0.07%
9,826
+740
263
$1.43M 0.07%
+16,830
264
$1.42M 0.07%
9,164
+1,407
265
$1.41M 0.07%
38,546
+27,156
266
$1.4M 0.07%
10,737
-546
267
$1.39M 0.07%
+25,792
268
$1.37M 0.07%
49,424
+5,026
269
$1.37M 0.07%
51,005
-1,224
270
$1.36M 0.07%
5,356
+79
271
$1.35M 0.07%
20,805
+2,045
272
$1.34M 0.07%
8,215
-67
273
$1.33M 0.07%
34,976
+485
274
$1.33M 0.07%
13,366
+3,231
275
$1.33M 0.07%
48,857
+3,083
9 10
11
12 13