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
576
$256K 0.02%
4,187
-687
577
$255K 0.02%
+1,111
578
$254K 0.02%
11,609
+3,048
579
$253K 0.02%
5,009
-4,052
580
$248K 0.02%
17,670
+1,782
581
$247K 0.02%
6,128
+109
582
$246K 0.02%
3,663
+191
583
$244K 0.02%
5,780
-6
584
$244K 0.02%
3,546
-32
585
$243K 0.02%
17,075
+700
586
$242K 0.02%
5,563
+679
587
$240K 0.02%
3,081
-56
588
$239K 0.02%
+8,057
589
$238K 0.02%
+3,286
590
$238K 0.02%
4,722
-1,530
591
$237K 0.02%
24,995
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592
$237K 0.02%
8,316
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593
$237K 0.02%
5,074
-204
594
$236K 0.02%
+4,237
595
$236K 0.02%
11,147
-54
596
$234K 0.02%
+8,857
597
$234K 0.02%
+6,881
598
$233K 0.02%
12,305
-254
599
$232K 0.02%
7,565
-197
600
$231K 0.02%
+2,868
22 23
24
25 26