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 5.47%
2 Financials 4.8%
3 Healthcare 4.52%
4 Industrials 3.56%
5 Consumer Discretionary 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$727K 0.04%
3,580
+314
402
$726K 0.04%
17,862
+5,557
403
$726K 0.04%
1,930
+647
404
$725K 0.04%
8,021
-2,202
405
$723K 0.04%
42,462
-272,404
406
$721K 0.04%
10,134
+5,832
407
$720K 0.04%
7,987
+389
408
$717K 0.04%
66,384
+30,732
409
$714K 0.04%
4,765
+350
410
$708K 0.04%
18,586
+2,065
411
$704K 0.04%
18,416
+2,410
412
$695K 0.03%
+14,307
413
$695K 0.03%
8,159
-730
414
$694K 0.03%
14,205
+631
415
$690K 0.03%
+47,465
416
$690K 0.03%
8,382
+853
417
$689K 0.03%
20,910
-8,427
418
$688K 0.03%
13,357
+742
419
$686K 0.03%
5,624
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420
$676K 0.03%
10,090
+4,572
421
$675K 0.03%
10,444
-2,297
422
$661K 0.03%
4,928
+625
423
$660K 0.03%
12,263
+871
424
$657K 0.03%
1,450
+303
425
$655K 0.03%
17,038
+7,267
15 16
17
18 19