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
301
$812K 0.05%
3,721
+1,643
302
$807K 0.05%
+7,955
303
$805K 0.05%
11,852
-17,747
304
$800K 0.05%
42,518
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305
$797K 0.05%
6,121
-253
306
$796K 0.05%
11,632
-835
307
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24,566
+2,521
308
$757K 0.05%
10,380
+5,220
309
$744K 0.05%
9,233
+2,591
310
$742K 0.05%
+15,230
311
$741K 0.05%
3,594
+1,903
312
$739K 0.05%
9,340
-878
313
$737K 0.05%
7,176
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314
$729K 0.05%
26,984
+5,596
315
$724K 0.05%
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316
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317
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8,536
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318
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319
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+28,212
320
$711K 0.05%
43,433
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321
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12,964
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322
$707K 0.05%
+8,451
323
$707K 0.05%
126,628
+14,006
324
$706K 0.05%
21,491
+614
325
$697K 0.05%
6,731
-195
11 12
13
14 15