AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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
+$23.3M
2
+$17.2M
3
+$9.92M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$6.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M

Top Sells

1
+$12.3M
2
+$8.88M
3
+$6.89M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.76M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.43M

Sector Composition

1 Technology 5.18%
2 Healthcare 4.44%
3 Financials 3.93%
4 Industrials 3.49%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$428K 0.03%
7,760
+1,305
427
$423K 0.03%
14,351
+855
428
$423K 0.03%
10,428
+308
429
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17,454
-2,200
430
$419K 0.03%
1,082
+120
431
$419K 0.03%
7,323
+1,816
432
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6,621
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433
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5,965
+1,443
434
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-564
435
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3,042
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436
$410K 0.03%
9,321
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437
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11,108
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438
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6,161
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439
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5,092
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440
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441
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443
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2,874
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444
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445
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3,283
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446
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2,689
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447
$394K 0.03%
16,727
-3,458
448
$393K 0.03%
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449
$389K 0.03%
+11,588
450
$389K 0.03%
2,623
+8
16 17
18
19 20