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
426
$653K 0.03%
9,856
+2,453
427
$650K 0.03%
20,322
-8,368
428
$650K 0.03%
35,290
+960
429
$648K 0.03%
5,331
-195
430
$646K 0.03%
5,155
-1,671
431
$642K 0.03%
3,791
+1,982
432
$641K 0.03%
30,726
+5,171
433
$639K 0.03%
5,926
+810
434
$637K 0.03%
20,069
-9,125
435
$631K 0.03%
8,736
+2,838
436
$629K 0.03%
13,123
+95
437
$629K 0.03%
5,386
-29
438
$626K 0.03%
+31,355
439
$623K 0.03%
7,860
-3,294
440
$620K 0.03%
10,514
-1,005
441
$618K 0.03%
3,501
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442
$617K 0.03%
4,322
-22
443
$616K 0.03%
5,863
+2,928
444
$616K 0.03%
5,220
+1,107
445
$608K 0.03%
10,202
-12,412
446
$606K 0.03%
16,060
+5,477
447
$604K 0.03%
9,284
+5,797
448
$602K 0.03%
15,178
+1,458
449
$601K 0.03%
7,596
-1,729
450
$592K 0.03%
17,148
+3,707
16 17
18
19 20