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
551
$401K 0.02%
6,841
+1,292
552
$400K 0.02%
3,405
-281
553
$400K 0.02%
2,691
+720
554
$397K 0.02%
1,182
-2,060
555
$396K 0.02%
6,602
+569
556
$394K 0.02%
11,423
-5,720
557
$393K 0.02%
+5,859
558
$392K 0.02%
4,168
+254
559
$392K 0.02%
15,616
+3,049
560
$391K 0.02%
11,837
-59
561
$390K 0.02%
20,578
+6,167
562
$385K 0.02%
7,811
+2,591
563
$384K 0.02%
8,417
+672
564
$384K 0.02%
+42,675
565
$380K 0.02%
+15,713
566
$379K 0.02%
+11,902
567
$378K 0.02%
1,816
-241
568
$377K 0.02%
+6,696
569
$377K 0.02%
43,429
+20,147
570
$377K 0.02%
+6,558
571
$376K 0.02%
25,416
+2,788
572
$376K 0.02%
+3,970
573
$376K 0.02%
20,360
+4,137
574
$376K 0.02%
10,846
-238
575
$375K 0.02%
12,621
+1,459
21 22
23
24 25