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
601
$230K 0.02%
3,474
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602
$230K 0.02%
+1,761
603
$230K 0.02%
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604
$229K 0.01%
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606
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1,044
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607
$228K 0.01%
6,198
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608
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609
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610
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37,561
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611
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612
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613
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614
$226K 0.01%
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615
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616
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$225K 0.01%
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620
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$223K 0.01%
17,130
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622
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623
$223K 0.01%
10,461
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624
$221K 0.01%
11,702
+1,023
625
$221K 0.01%
8,499
-25,972
23 24
25
26 27