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
551
$274K 0.02%
5,173
+784
552
$273K 0.02%
5,621
+471
553
$272K 0.02%
3,428
+202
554
$272K 0.02%
7,150
+116
555
$272K 0.02%
2,431
+87
556
$271K 0.02%
7,552
+77
557
$271K 0.02%
3,911
+310
558
$269K 0.02%
7,225
+118
559
$268K 0.02%
6,521
+25
560
$268K 0.02%
26,895
-3,502
561
$266K 0.02%
7,931
+977
562
$265K 0.02%
2,769
-187
563
$265K 0.02%
+2,142
564
$264K 0.02%
5,949
-154
565
$264K 0.02%
4,207
+143
566
$262K 0.02%
2,369
+117
567
$260K 0.02%
3,935
+642
568
$260K 0.02%
+9,291
569
$259K 0.02%
16,672
+448
570
$259K 0.02%
4,685
+301
571
$258K 0.02%
4,562
-1,635
572
$257K 0.02%
8,738
-11,135
573
$257K 0.02%
2,342
+203
574
$257K 0.02%
+2,786
575
$257K 0.02%
6,384
+227
21 22
23
24 25