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
326
$697K 0.05%
13,218
+232
327
$696K 0.05%
18,884
+1,281
328
$694K 0.05%
14,221
-1,420
329
$693K 0.05%
11,112
-553
330
$688K 0.04%
13,952
-5,010
331
$686K 0.04%
22,796
-1,082
332
$680K 0.04%
3,943
+177
333
$674K 0.04%
14,879
+740
334
$673K 0.04%
15,602
+1,745
335
$664K 0.04%
26,261
+14,554
336
$661K 0.04%
8,176
+1,427
337
$660K 0.04%
19,265
-13,802
338
$658K 0.04%
44,520
+12,210
339
$657K 0.04%
6,955
+3,617
340
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8,356
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341
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342
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3,129
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343
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6,544
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344
$638K 0.04%
+15,494
345
$638K 0.04%
25,483
+11,206
346
$636K 0.04%
6,931
+383
347
$634K 0.04%
25,110
-26,912
348
$629K 0.04%
4,805
+46
349
$627K 0.04%
+66,816
350
$623K 0.04%
25,180
+7,199
12 13
14
15 16