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
526
$423K 0.02%
5,606
-19
527
$420K 0.02%
3,589
-329
528
$420K 0.02%
4,961
+41
529
$419K 0.02%
+2,072
530
$419K 0.02%
10,744
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531
$419K 0.02%
9,744
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532
$418K 0.02%
3,053
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533
$418K 0.02%
4,988
+507
534
$415K 0.02%
18,004
-6,484
535
$415K 0.02%
+2,893
536
$412K 0.02%
6,863
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537
$410K 0.02%
11,854
+7,338
538
$407K 0.02%
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-29,762
539
$407K 0.02%
10,821
-1,596
540
$407K 0.02%
14,463
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541
$407K 0.02%
8,335
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543
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544
$406K 0.02%
6,093
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545
$404K 0.02%
21,112
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546
$404K 0.02%
2,285
-71
547
$404K 0.02%
7,526
+379
548
$403K 0.02%
3,845
+1,424
549
$403K 0.02%
6,041
+3,431
550
$402K 0.02%
2,927
-302
20 21
22
23 24