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
576
$374K 0.02%
+13,146
577
$374K 0.02%
5,136
+577
578
$373K 0.02%
5,068
+339
579
$373K 0.02%
5,710
580
$371K 0.02%
4,028
-288
581
$371K 0.02%
+4,278
582
$370K 0.02%
6,045
+1,151
583
$370K 0.02%
57,134
+3,722
584
$370K 0.02%
5,623
+181
585
$368K 0.02%
34,266
+102
586
$367K 0.02%
7,267
-198
587
$365K 0.02%
14,013
+450
588
$364K 0.02%
1,594
-193
589
$361K 0.02%
+7,628
590
$360K 0.02%
9,278
+1,058
591
$359K 0.02%
6,819
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592
$358K 0.02%
2,761
-147
593
$357K 0.02%
2,443
+103
594
$357K 0.02%
7,569
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595
$356K 0.02%
6,618
-109
596
$356K 0.02%
2,458
+494
597
$352K 0.02%
5,486
+1,658
598
$351K 0.02%
1,487
+282
599
$343K 0.02%
3,133
-1,382
600
$339K 0.02%
7,575
-101
22 23
24
25 26