AI

Atria Investments Portfolio holdings

AUM $8.8B
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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
+$23.3M
2
+$17.2M
3
+$9.92M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$6.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M

Top Sells

1
+$12.3M
2
+$8.88M
3
+$6.89M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.76M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.43M

Sector Composition

1 Technology 5.18%
2 Healthcare 4.44%
3 Financials 3.93%
4 Industrials 3.49%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$320K 0.02%
29,397
-1,245
502
$319K 0.02%
+9,823
503
$317K 0.02%
13,722
-2,672
504
$316K 0.02%
6,333
-1
505
$316K 0.02%
3,433
+234
506
$313K 0.02%
9,282
-312
507
$311K 0.02%
+2,605
508
$310K 0.02%
4,234
+1,119
509
$309K 0.02%
+4,458
510
$308K 0.02%
2,602
-393
511
$307K 0.02%
17,914
-2,336
512
$307K 0.02%
1,646
+352
513
$306K 0.02%
39,504
-11,664
514
$305K 0.02%
5,103
+1,701
515
$302K 0.02%
4,277
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516
$300K 0.02%
6,730
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517
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2,456
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518
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19,676
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519
$297K 0.02%
+2,494
520
$296K 0.02%
4,003
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521
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3,240
-5,793
522
$295K 0.02%
2,098
+500
523
$295K 0.02%
3,775
+608
524
$294K 0.02%
5,650
+818
525
$294K 0.02%
6,837
-116
19 20
21
22 23