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
651
$203K 0.01%
+6,713
652
$202K 0.01%
+8,705
653
$201K 0.01%
+7,836
654
$201K 0.01%
13,550
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655
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656
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2,190
-953
657
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11,117
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658
$181K 0.01%
+10,710
659
$172K 0.01%
+10,483
660
$157K 0.01%
81,925
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661
$156K 0.01%
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662
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15,436
-16,378
663
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+10,899
664
$150K 0.01%
12,424
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665
$148K 0.01%
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666
$145K 0.01%
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667
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669
$118K 0.01%
15,102
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670
$104K 0.01%
25,336
+12,612
671
$74K ﹤0.01%
21,621
-560
672
$74K ﹤0.01%
10,164
-937
673
$66K ﹤0.01%
10,433
-282
674
$65K ﹤0.01%
+55
675
$27K ﹤0.01%
10,000
25 26
27
28 29