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
626
$221K 0.01%
+9,436
627
$220K 0.01%
+6,424
628
$219K 0.01%
+2,702
629
$219K 0.01%
+9,270
630
$217K 0.01%
1,243
-668
631
$216K 0.01%
14,774
-14,847
632
$215K 0.01%
+4,207
633
$215K 0.01%
7,596
-7,500
634
$214K 0.01%
+2,689
635
$214K 0.01%
19,350
-411
636
$214K 0.01%
8,434
-8,226
637
$213K 0.01%
2,219
+128
638
$212K 0.01%
4,859
-13,830
639
$212K 0.01%
+2,362
640
$211K 0.01%
+4,345
641
$210K 0.01%
+7,279
642
$210K 0.01%
+9,511
643
$209K 0.01%
2,944
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644
$206K 0.01%
6,202
-1,396
645
$206K 0.01%
4,798
-36
646
$205K 0.01%
+10,924
647
$204K 0.01%
+7,040
648
$203K 0.01%
+10,005
649
$203K 0.01%
+15,820
650
$203K 0.01%
+10,389
24 25
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