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
526
$293K 0.02%
3,259
+314
527
$293K 0.02%
+6,977
528
$293K 0.02%
7,879
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529
$293K 0.02%
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530
$292K 0.02%
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531
$290K 0.02%
5,951
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532
$287K 0.02%
44,341
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533
$287K 0.02%
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534
$287K 0.02%
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535
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3,363
-262
536
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537
$285K 0.02%
13,008
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538
$285K 0.02%
4,840
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539
$283K 0.02%
6,045
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540
$282K 0.02%
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541
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545
$276K 0.02%
11,462
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546
$276K 0.02%
1,706
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547
$276K 0.02%
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548
$276K 0.02%
1,702
+26
549
$275K 0.02%
2,315
+91
550
$275K 0.02%
11,393
+233
20 21
22
23 24