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
276
$925K 0.06%
19,657
+9,572
277
$925K 0.06%
7,255
+3,038
278
$921K 0.06%
34,592
-19,260
279
$914K 0.06%
6,166
-1,660
280
$911K 0.06%
12,181
+1,140
281
$904K 0.06%
41,290
+23,750
282
$897K 0.06%
2,739
+1,276
283
$895K 0.06%
+84,360
284
$865K 0.06%
48,604
+1,344
285
$865K 0.06%
36,786
-644
286
$853K 0.06%
18,555
+4,142
287
$850K 0.06%
11,996
+763
288
$847K 0.06%
3,165
+730
289
$845K 0.06%
+28,454
290
$841K 0.05%
+17,984
291
$839K 0.05%
14,252
+1,504
292
$833K 0.05%
5,840
+166
293
$831K 0.05%
38,949
-1,050
294
$828K 0.05%
304,200
+195,760
295
$828K 0.05%
11,724
+1,381
296
$822K 0.05%
16,478
+8,460
297
$822K 0.05%
+7,297
298
$820K 0.05%
18,521
+1,992
299
$818K 0.05%
6,211
+280
300
$812K 0.05%
7,459
-1,088
10 11
12
13 14