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
451
$386K 0.03%
50,755
+1,802
452
$385K 0.03%
12,300
+1,236
453
$384K 0.03%
+3,514
454
$384K 0.03%
7,197
+187
455
$378K 0.02%
2,765
+55
456
$377K 0.02%
2,193
+741
457
$373K 0.02%
11,196
+1,376
458
$371K 0.02%
+10,513
459
$371K 0.02%
5,708
-3,781
460
$370K 0.02%
12,912
-606
461
$369K 0.02%
4,329
-324
462
$367K 0.02%
4,564
+826
463
$366K 0.02%
11,568
+128
464
$359K 0.02%
5,391
+161
465
$359K 0.02%
+6,269
466
$358K 0.02%
9,561
-906
467
$358K 0.02%
11,743
+3,373
468
$357K 0.02%
+14,568
469
$355K 0.02%
12,132
+5,013
470
$353K 0.02%
3,790
+29
471
$352K 0.02%
+11,229
472
$350K 0.02%
4,465
-2
473
$346K 0.02%
+4,342
474
$345K 0.02%
+477
475
$345K 0.02%
+5,739
17 18
19
20 21