AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
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 5.47%
2 Financials 4.8%
3 Healthcare 4.52%
4 Industrials 3.56%
5 Consumer Discretionary 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5M 0.72%
103,051
+5,952
27
$14.2M 0.71%
1,605,704
+190,512
28
$14.2M 0.7%
165,513
+6,913
29
$13.7M 0.68%
55,773
+2,927
30
$13.4M 0.67%
157,097
+6,786
31
$12.3M 0.61%
168,737
-37,415
32
$12.1M 0.6%
223,214
+12,410
33
$12M 0.6%
203,561
-2,676
34
$11.1M 0.55%
101,111
+40,499
35
$9.86M 0.49%
162,197
+3,161
36
$9.21M 0.46%
72,609
+13,966
37
$8.89M 0.44%
101,896
+9,970
38
$8.84M 0.44%
301,144
+23,671
39
$8.5M 0.42%
247,279
+27,117
40
$8.02M 0.4%
470,088
+254,835
41
$7.75M 0.39%
92,717
+50,959
42
$7.62M 0.38%
150,156
+11,997
43
$7.57M 0.38%
62,291
+7,455
44
$7.44M 0.37%
94,069
-3,248
45
$7.26M 0.36%
154,016
-22,473
46
$7.22M 0.36%
67,928
-13,702
47
$7.03M 0.35%
59,010
+3,478
48
$6.99M 0.35%
233,534
-8,952
49
$6.85M 0.34%
95,972
+1,408
50
$6.81M 0.34%
128,612
+8,782
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