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
$2.28B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$24.1M
3
+$16.1M
4
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$14.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$13.9M

Top Sells

1
+$16M
2
+$15.6M
3
+$15.2M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$10.3M

Sector Composition

1 Technology 5.71%
2 Financials 4.57%
3 Healthcare 4.3%
4 Consumer Discretionary 3.67%
5 Industrials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.12M 0.05%
13,111
+2,095
352
$1.11M 0.05%
78,752
-988
353
$1.11M 0.05%
+53,894
354
$1.11M 0.05%
7,863
+113
355
$1.11M 0.05%
8,314
-2,187
356
$1.11M 0.05%
12,997
-527
357
$1.1M 0.05%
+42,844
358
$1.1M 0.05%
+71,273
359
$1.1M 0.05%
6,590
-232
360
$1.1M 0.05%
10,969
+905
361
$1.08M 0.05%
3,740
-1,874
362
$1.08M 0.05%
+44,330
363
$1.06M 0.05%
29,080
-1,124
364
$1.05M 0.05%
7,395
+760
365
$1.05M 0.05%
55,186
+4,475
366
$1.04M 0.05%
+49,090
367
$1.03M 0.05%
16,598
+2,576
368
$1.03M 0.05%
20,676
+1,539
369
$1.03M 0.05%
4,652
-549
370
$1.02M 0.04%
20,528
-1,708
371
$1.01M 0.04%
37,848
+5,579
372
$1.01M 0.04%
6,333
+681
373
$1.01M 0.04%
20,149
-432
374
$1M 0.04%
7,299
+133
375
$993K 0.04%
+47,315
13 14
15
16 17