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
401
$484K 0.03%
2,937
-218
402
$480K 0.03%
4,492
+564
403
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5,838
+1,037
404
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406
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27,421
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407
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5,515
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408
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409
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2,296
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410
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411
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5,967
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412
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13,521
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413
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+18,340
414
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10,664
+1,476
415
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28,893
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416
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418
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419
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420
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6,080
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421
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6,967
422
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8,194
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423
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3,839
+388
424
$431K 0.03%
15,742
+6,235
425
$428K 0.03%
10,188
-1,560
15 16
17
18 19