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
426
$428K 0.03%
7,760
+1,305
427
$423K 0.03%
14,351
+855
428
$423K 0.03%
10,428
+308
429
$419K 0.03%
7,323
+1,816
430
$419K 0.03%
17,454
-2,200
431
$419K 0.03%
1,082
+120
432
$418K 0.03%
6,621
+664
433
$415K 0.03%
5,965
+1,443
434
$413K 0.03%
23,293
-564
435
$413K 0.03%
3,042
+652
436
$410K 0.03%
9,321
+3,930
437
$410K 0.03%
11,108
+4,886
438
$406K 0.03%
6,161
+1,139
439
$405K 0.03%
5,092
+2,125
440
$404K 0.03%
+4,588
441
$402K 0.03%
8,036
-180
442
$402K 0.03%
2,943
+88
443
$398K 0.03%
2,874
+477
444
$398K 0.03%
4,987
+107
445
$395K 0.03%
3,283
+21
446
$394K 0.03%
16,727
-3,458
447
$394K 0.03%
2,689
+419
448
$393K 0.03%
+4,794
449
$389K 0.03%
+11,588
450
$389K 0.03%
2,623
+8
16 17
18
19 20