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
376
$550K 0.04%
15,068
-8,188
377
$545K 0.04%
1,139
+124
378
$541K 0.04%
18,413
-7,892
379
$537K 0.04%
10,425
+791
380
$535K 0.03%
2,594
-5,459
381
$535K 0.03%
13,426
-264
382
$534K 0.03%
10,300
+1,373
383
$534K 0.03%
2,738
+740
384
$534K 0.03%
+19,259
385
$533K 0.03%
1,949
+422
386
$533K 0.03%
16,444
+1,403
387
$532K 0.03%
12,339
-9
388
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14,623
+337
389
$528K 0.03%
6,962
-98
390
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11,801
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391
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7,854
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392
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16,283
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393
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394
$507K 0.03%
18,309
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395
$505K 0.03%
5,854
-32
396
$501K 0.03%
+11,969
397
$496K 0.03%
+7,944
398
$491K 0.03%
7,918
+946
399
$487K 0.03%
4,988
+1,296
400
$486K 0.03%
+7,455
14 15
16
17 18