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
601
$338K 0.02%
3,609
+676
602
$338K 0.02%
+10,912
603
$337K 0.02%
7,606
+1,180
604
$335K 0.02%
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605
$335K 0.02%
+6,984
606
$332K 0.02%
+3,096
607
$331K 0.02%
3,158
-2,940
608
$331K 0.02%
3,118
-7,688
609
$331K 0.02%
4,911
-1,562
610
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4,108
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611
$329K 0.02%
7,999
-229
612
$328K 0.02%
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613
$328K 0.02%
2,901
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614
$327K 0.02%
5,862
+1,119
615
$327K 0.02%
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616
$327K 0.02%
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617
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5,990
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618
$325K 0.02%
1,878
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619
$324K 0.02%
6,464
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620
$321K 0.02%
12,640
+40
621
$321K 0.02%
+10,483
622
$320K 0.02%
5,462
-3,903
623
$320K 0.02%
8,623
-267
624
$319K 0.02%
17,855
-9,323
625
$319K 0.02%
1,657
+234
23 24
25
26 27