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 5.47%
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
476
$518K 0.03%
33,438
+21,221
477
$516K 0.03%
2,958
+44
478
$514K 0.03%
3,583
+131
479
$510K 0.03%
15,971
+2,137
480
$507K 0.03%
+21,062
481
$504K 0.03%
2,899
+83
482
$496K 0.02%
3,292
+900
483
$487K 0.02%
8,932
+1,108
484
$484K 0.02%
11,498
-11,837
485
$484K 0.02%
5,053
-4,154
486
$482K 0.02%
7,726
+1,425
487
$481K 0.02%
+6,742
488
$480K 0.02%
7,421
-402
489
$479K 0.02%
9,794
+2,026
490
$476K 0.02%
10,848
-717
491
$476K 0.02%
+6,808
492
$473K 0.02%
11,616
+2,612
493
$473K 0.02%
5,303
+1,029
494
$472K 0.02%
7,943
+319
495
$468K 0.02%
7,648
-1,778
496
$466K 0.02%
3,014
+802
497
$462K 0.02%
4,609
+1,128
498
$460K 0.02%
17,152
+8,450
499
$460K 0.02%
8,324
+1,813
500
$460K 0.02%
32,517
+16,505
18 19
20
21 22