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
476
$345K 0.02%
6,261
+265
477
$344K 0.02%
858
+96
478
$344K 0.02%
10,013
+3,414
479
$344K 0.02%
+5,323
480
$342K 0.02%
11,846
+341
481
$342K 0.02%
6,399
+1,449
482
$341K 0.02%
6,621
+1,367
483
$341K 0.02%
16,779
+1,928
484
$340K 0.02%
+6,436
485
$339K 0.02%
6,677
-448
486
$338K 0.02%
2,442
+25
487
$337K 0.02%
5,345
+1,500
488
$335K 0.02%
+12,490
489
$334K 0.02%
7,432
-4,102
490
$334K 0.02%
7,386
+602
491
$332K 0.02%
2,508
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492
$330K 0.02%
14,457
-7,866
493
$330K 0.02%
5,456
+1,153
494
$330K 0.02%
5,380
+1,282
495
$329K 0.02%
+3,884
496
$328K 0.02%
4,564
+83
497
$325K 0.02%
2,355
-63
498
$321K 0.02%
2,932
-94
499
$320K 0.02%
1,915
+66
500
$320K 0.02%
6,780
+378
18 19
20
21 22