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
$2.01B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
907
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$14.4M
3
+$10.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.83M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.55M

Top Sells

1
+$28.8M
2
+$10.7M
3
+$9.65M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.65M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$5.6M

Sector Composition

1 Technology 5.33%
2 Financials 4.8%
3 Healthcare 4.52%
4 Industrials 3.7%
5 Consumer Discretionary 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$803K 0.04%
6,312
+1,737
377
$803K 0.04%
26,542
+636
378
$802K 0.04%
5,082
+1,672
379
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380
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381
$785K 0.04%
9,211
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382
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24,165
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383
$781K 0.04%
27,082
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384
$777K 0.04%
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-280
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21,265
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386
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20,387
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388
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389
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390
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393
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20,808
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395
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12,479
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$747K 0.04%
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397
$746K 0.04%
2,324
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398
$746K 0.04%
18,135
+805
399
$745K 0.04%
41,550
+21,993
400
$739K 0.04%
42,360
+23,353
14 15
16
17 18