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
626
$319K 0.02%
+11,515
627
$316K 0.02%
1,513
+447
628
$315K 0.02%
13,050
+3,036
629
$315K 0.02%
14,426
-480
630
$314K 0.02%
4,955
-396
631
$314K 0.02%
9,952
+1,825
632
$313K 0.02%
+4,498
633
$310K 0.02%
2,566
-641
634
$309K 0.02%
+7,138
635
$309K 0.02%
13,416
+3,076
636
$308K 0.02%
6,078
+700
637
$307K 0.02%
+9,608
638
$307K 0.02%
14,453
+1,422
639
$306K 0.02%
4,679
-2,190
640
$306K 0.02%
6,181
-778
641
$305K 0.02%
+19,005
642
$305K 0.02%
2,457
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643
$305K 0.02%
14,283
+4,346
644
$303K 0.02%
+13,009
645
$302K 0.02%
+5,831
646
$300K 0.01%
3,777
-359
647
$299K 0.01%
6,230
-3,873
648
$299K 0.01%
+10,889
649
$297K 0.01%
+10,856
650
$296K 0.01%
4,489
+302
24 25
26
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