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
26
$10.1M 0.65%
32,174
+20,732
27
$9.88M 0.64%
97,742
+8,702
28
$9.48M 0.62%
320,613
+88,506
29
$9.34M 0.61%
141,762
+11,115
30
$8.37M 0.55%
1,107,064
+218,728
31
$8.14M 0.53%
65,331
-5,039
32
$8.03M 0.52%
91,094
+34,365
33
$8M 0.52%
149,559
+16,519
34
$7.55M 0.49%
240,708
+40,697
35
$7.2M 0.47%
75,538
+9,949
36
$7.1M 0.46%
79,007
+27,913
37
$7.01M 0.46%
423,594
-40,848
38
$6.79M 0.44%
246,658
+132,055
39
$6.62M 0.43%
203,816
+30,508
40
$6.53M 0.43%
98,990
-15,572
41
$6.23M 0.41%
56,206
+28,440
42
$6.14M 0.4%
123,229
+14,365
43
$6.05M 0.39%
126,525
+53,343
44
$6.04M 0.39%
71,428
+3,768
45
$5.99M 0.39%
55,783
+22,850
46
$5.94M 0.39%
150,751
+25,236
47
$5.76M 0.38%
50,604
+24,289
48
$5.68M 0.37%
79,596
+12,996
49
$5.67M 0.37%
116,317
+22,406
50
$5.53M 0.36%
84,875
+13,815
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